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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 | $35,822 | $166,268-78.5% | $165,100-78.3% | $145,897-75.4% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | 14.58% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,753 | $6,964-74.8% | $6,035-71.0% | $6,689-73.8% |
| Admin fee / account holder | $12,744 | $16,659-23.5% | $12,696+0.4% | $13,390-4.8% |