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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 | $25,317 | $154,228-83.6% | $145,433-82.6% | $137,256-81.6% |
| Participation rate | 6.7% | 83.8%-77.1pp | 82.1%-75.5pp | 80.0%-73.3pp |
| Annual return | 16.72% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $313 | $8,216-96.2% | $7,897-96.0% | $6,407-95.1% |
| Admin fee / account holder | $456 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |