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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 | $12,979 | $174,379-92.6% | $152,093-91.5% | $138,895-90.7% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 16.78% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $521 | $6,159-91.5% | $5,451-90.4% | $6,396-91.8% |
| Admin fee / account holder | $684 | $16,880-95.9% | $14,497-95.3% | $12,562-94.6% |