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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 | $19,337 | $183,516-89.5% | $155,534-87.6% | $145,884-86.7% |
| Participation rate | 4.2% | 82.7%-78.5pp | 78.2%-74.1pp | 80.3%-76.1pp |
| Annual return | 12.29% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $64 | $6,467-99.0% | $5,630-98.9% | $6,690-99.0% |
| Admin fee / account holder | $5,568 | $19,293-71.1% | $15,900-65.0% | $13,392-58.4% |