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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 | $29,836 | $185,312-83.9% | $161,489-81.5% | $154,746-80.7% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 16.89% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $958 | $6,350-84.9% | $5,630-83.0% | $6,730-85.8% |
| Admin fee / account holder | $495 | $18,654-97.3% | $16,006-96.9% | $14,365-96.6% |