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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 | $181,062-83.5% | $158,223-81.1% | $155,188-80.8% |
| Participation rate | 22.2% | 82.7%-60.4pp | 79.2%-57.0pp | 80.8%-58.6pp |
| Annual return | 16.89% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $958 | $6,134-84.4% | $5,467-82.5% | $6,531-85.3% |
| Admin fee / account holder | $495 | $18,825-97.4% | $16,047-96.9% | $14,480-96.6% |