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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 | $19,481 | $169,356-88.5% | $129,406-84.9% | $145,897-86.6% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.6%-6.0pp | 80.3%-16.7pp |
| Annual return | 16.55% | 14418.62%-14402.1pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $286 | $4,987-94.3% | $4,167-93.1% | $6,689-95.7% |
| Admin fee / account holder | $525 | $9,915-94.7% | $7,689-93.2% | $13,390-96.1% |