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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 | $15,409 | $174,379-91.2% | $152,093-89.9% | $138,895-88.9% |
| Participation rate | 16.7% | 81.6%-65.0pp | 77.8%-61.1pp | 79.9%-63.3pp |
| Annual return | 17.35% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,134 | $6,159-81.6% | $5,451-79.2% | $6,396-82.3% |
| Admin fee / account holder | $4,795 | $16,880-71.6% | $14,497-66.9% | $12,562-61.8% |