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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 | $25,040 | $183,627-86.4% | $155,602-83.9% | $145,978-82.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.74% | 61.32%-51.6pp | 64.81%-55.1pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $559 | $6,466-91.4% | $5,629-90.1% | $6,690-91.6% |
| Admin fee / account holder | $17,443 | $19,327-9.7% | $15,923+9.5% | $13,400+30.2% |