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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 | $162,136-84.4% | $152,301-83.4% | $154,746-83.6% |
| Participation rate | 6.7% | 84.1%-77.4pp | 82.4%-75.8pp | 80.7%-74.0pp |
| Annual return | 16.72% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $313 | $8,341-96.3% | $8,004-96.1% | $6,730-95.4% |
| Admin fee / account holder | $456 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |