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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 | $25,729 | $108,912-76.4% | $100,383-74.4% | $145,959-82.4% |
| Participation rate | 13.3% | 83.0%-69.6pp | 81.5%-68.2pp | 80.3%-67.0pp |
| Annual return | 12.07% | 57.96%-45.9pp | 49.26%-37.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $429 | $8,451-94.9% | $8,086-94.7% | $6,689-93.6% |
| Admin fee / account holder | $368 | $9,690-96.2% | $7,900-95.3% | $13,398-97.3% |