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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 | $26,339 | $178,174-85.2% | $156,181-83.1% | $137,256-80.8% |
| Participation rate | 26.1% | 82.0%-55.9pp | 78.8%-52.7pp | 80.0%-53.9pp |
| Annual return | 14.85% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $150 | $6,888-97.8% | $6,132-97.5% | $6,407-97.7% |
| Admin fee / account holder | $1,279 | $17,404-92.7% | $14,586-91.2% | $12,270-89.6% |