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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 | $26,483 | $157,296-83.2% | $141,191-81.2% | $152,897-82.7% |
| Participation rate | 17.4% | 84.8%-67.4pp | 82.5%-65.1pp | 82.5%-65.1pp |
| Annual return | 20.04% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,184 | $7,111-69.3% | $6,710-67.5% | $5,851-62.7% |
| Admin fee / account holder | $14,694 | $12,125+21.2% | $10,264+43.2% | $11,599+26.7% |