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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 | $24,744 | $165,399-85.0% | $149,745-83.5% | $158,982-84.4% |
| Participation rate | 30.8% | 84.6%-53.8pp | 82.5%-51.7pp | 82.0%-51.2pp |
| Annual return | 10.44% | 348.34%-337.9pp | 276.72%-266.3pp | 302.99%-292.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,292 | $7,183-82.0% | $6,843-81.1% | $5,983-78.4% |
| Admin fee / account holder | $761 | $10,811-93.0% | $9,312-91.8% | $11,252-93.2% |