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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 | $16,529 | $181,062-90.9% | $158,223-89.6% | $155,188-89.3% |
| Participation rate | 14.3% | 82.7%-68.4pp | 79.2%-64.9pp | 80.8%-66.5pp |
| Annual return | 18.86% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $808 | $6,134-86.8% | $5,467-85.2% | $6,531-87.6% |
| Admin fee / account holder | $4,332 | $18,825-77.0% | $16,047-73.0% | $14,480-70.1% |