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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 | $17,203 | $183,592-90.6% | $155,567-88.9% | $145,959-88.2% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 21.50% | 61.24%-39.7pp | 64.74%-43.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,241 | $6,464-80.8% | $5,628-77.9% | $6,689-81.4% |
| Admin fee / account holder | $2,835 | $19,318-85.3% | $15,916-82.2% | $13,398-78.8% |