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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 | $20,153 | $162,136-87.6% | $152,301-86.8% | $154,746-87.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 14.55% | 91.02%-76.5pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,278 | $8,341-84.7% | $8,004-84.0% | $6,730-81.0% |
| Admin fee / account holder | $12,580 | $15,759-20.2% | $14,398-12.6% | $14,365-12.4% |