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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 | $17,617 | $173,526-89.8% | $136,072-87.1% | $145,884-87.9% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.4%-37.3pp | 80.3%-41.2pp |
| Annual return | 11.79% | 1167.12%-1155.3pp | 580.46%-568.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,423 | $8,711-83.7% | $7,028-79.8% | $6,690-78.7% |
| Admin fee / account holder | $383 | $9,665-96.0% | $6,718-94.3% | $13,392-97.1% |