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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 | $31,644 | $156,398-79.8% | $147,318-78.5% | $138,895-77.2% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 79.9%-65.6pp |
| Annual return | 12.35% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $738 | $8,237-91.0% | $7,906-90.7% | $6,396-88.5% |
| Admin fee / account holder | $12,051 | $14,976-19.5% | $13,708-12.1% | $12,562-4.1% |