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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 | $162,136-80.5% | $152,301-79.2% | $154,746-79.6% |
| Participation rate | 14.3% | 84.1%-69.8pp | 82.4%-68.2pp | 80.7%-66.4pp |
| Annual return | 12.35% | 91.02%-78.7pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $738 | $8,341-91.1% | $8,004-90.8% | $6,730-89.0% |
| Admin fee / account holder | $12,051 | $15,759-23.5% | $14,398-16.3% | $14,365-16.1% |