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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 | $20,352 | $160,040-87.3% | $147,096-86.2% | $145,877-86.0% |
| Participation rate | 7.1% | 84.0%-76.9pp | 82.2%-75.0pp | 80.3%-73.2pp |
| Annual return | 13.97% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $329 | $8,429-96.1% | $8,071-95.9% | $6,691-95.1% |
| Admin fee / account holder | $2,468 | $15,050-83.6% | $13,005-81.0% | $13,402-81.6% |