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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 | $22,156 | $157,304-85.9% | $141,197-84.3% | $152,909-85.5% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.5%-43.3pp |
| Annual return | 16.69% | 64.34%-47.7pp | 71.41%-54.7pp | 345.46%-328.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,666 | $7,111-76.6% | $6,710-75.2% | $5,851-71.5% |
| Admin fee / account holder | $1,189 | $12,126-90.2% | $10,265-88.4% | $11,601-89.8% |