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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,946 | $202,463-92.1% | $169,397-90.6% | $139,487-88.6% |
| Participation rate | 11.8% | 81.1%-69.3pp | 77.2%-65.4pp | 80.3%-68.6pp |
| Annual return | 12.00% | 532.64%-520.6pp | 406.23%-394.2pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $69 | $6,941-99.0% | $6,223-98.9% | $6,713-99.0% |
| Admin fee / account holder | $2,305 | $10,726-78.5% | $9,017-74.4% | $11,407-79.8% |