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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 | $18,208 | $175,259-89.6% | $149,723-87.8% | $139,487-86.9% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 12.17% | 166.82%-154.7pp | 134.50%-122.3pp | 373.84%-361.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $617 | $6,522-90.5% | $5,682-89.1% | $6,713-90.8% |
| Admin fee / account holder | $7,004 | $16,158-56.7% | $13,215-47.0% | $11,407-38.6% |