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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 | $56,658 | $185,312-69.4% | $161,489-64.9% | $154,746-63.4% |
| Participation rate | 14.3% | 82.5%-68.2pp | 78.7%-64.4pp | 80.7%-66.4pp |
| Annual return | 16.07% | 103.84%-87.8pp | 89.72%-73.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,213 | $6,350-80.9% | $5,630-78.4% | $6,730-82.0% |
| Admin fee / account holder | $364 | $18,654-98.1% | $16,006-97.7% | $14,365-97.5% |