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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% | $155,574-88.9% | $145,877-88.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 21.50% | 61.37%-39.9pp | 64.87%-43.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,241 | $6,466-80.8% | $5,629-77.9% | $6,691-81.4% |
| Admin fee / account holder | $2,835 | $19,316-85.3% | $15,914-82.2% | $13,402-78.8% |