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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 | $22,130 | $165,584-86.6% | $142,942-84.5% | $137,256-83.9% |
| Participation rate | 38.9% | 80.1%-41.2pp | 76.8%-37.9pp | 80.0%-41.1pp |
| Annual return | 16.89% | 164.22%-147.3pp | 113.70%-96.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,464 | $8,194-82.1% | $7,128-79.5% | $6,407-77.2% |
| Admin fee / account holder | $336 | $16,167-97.9% | $12,475-97.3% | $12,270-97.3% |