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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 | $22,563 | $165,399-86.4% | $149,745-84.9% | $158,982-85.8% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 14.46% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,864 | $7,183-74.1% | $6,843-72.8% | $5,983-68.9% |
| Admin fee / account holder | $5,814 | $10,811-46.2% | $9,312-37.6% | $11,252-48.3% |