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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 | $18,453 | $210,698-91.2% | $178,014-89.6% | $145,959-87.4% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 10.07% | 386.27%-376.2pp | 294.80%-284.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $755 | $6,958-89.2% | $6,276-88.0% | $6,689-88.7% |
| Admin fee / account holder | $36,185 | $12,016+201.1% | $10,362+249.2% | $13,398+170.1% |