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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 | $19,311 | $175,259-89.0% | $149,723-87.1% | $139,487-86.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.43% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $312 | $6,522-95.2% | $5,682-94.5% | $6,713-95.3% |
| Admin fee / account holder | $9,505 | $16,158-41.2% | $13,215-28.1% | $11,407-16.7% |