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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 | $20,905 | $227,597-90.8% | $189,575-89.0% | $167,536-87.5% |
| Participation rate | 18.2% | 82.5%-64.3pp | 78.4%-60.3pp | 82.1%-63.9pp |
| Annual return | 12.70% | 78.44%-65.7pp | 64.19%-51.5pp | 478.82%-466.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,000 | $7,002-85.7% | $6,174-83.8% | $6,342-84.2% |
| Admin fee / account holder | $372 | $11,877-96.9% | $9,806-96.2% | $12,315-97.0% |