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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 | $25,114 | $148,623-83.1% | $135,974-81.5% | $139,466-82.0% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.9pp | 80.3%-33.3pp |
| Annual return | 25.91% | 79.30%-53.4pp | 68.30%-42.4pp | 373.66%-347.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,454 | $8,103-69.7% | $7,760-68.4% | $6,712-63.4% |
| Admin fee / account holder | $793 | $12,406-93.6% | $10,767-92.6% | $11,409-93.0% |