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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 | $25,469 | $175,231-85.5% | $149,696-83.0% | $139,466-81.7% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 12.95% | 166.77%-153.8pp | 134.46%-121.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,392 | $6,521-78.7% | $5,682-75.5% | $6,712-79.3% |
| Admin fee / account holder | $8,226 | $16,155-49.1% | $13,212-37.7% | $11,409-27.9% |