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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 | $16,350 | $172,111-90.5% | $150,298-89.1% | $137,256-88.1% |
| Participation rate | 29.4% | 81.7%-52.3pp | 77.8%-48.3pp | 80.0%-50.5pp |
| Annual return | 12.41% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $503 | $6,166-91.8% | $5,453-90.8% | $6,407-92.1% |
| Admin fee / account holder | $8,678 | $16,471-47.3% | $14,116-38.5% | $12,270-29.3% |