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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 | $19,463 | $175,257-88.9% | $149,717-87.0% | $139,456-86.0% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.3pp |
| Annual return | 11.37% | 166.70%-155.3pp | 134.41%-123.0pp | 373.45%-362.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $563 | $6,521-91.4% | $5,682-90.1% | $6,711-91.6% |
| Admin fee / account holder | $5,905 | $16,156-63.5% | $13,213-55.3% | $11,407-48.2% |