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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 | $12,261 | $174,379-93.0% | $152,093-91.9% | $138,895-91.2% |
| Participation rate | 30.8% | 81.6%-50.9pp | 77.8%-47.0pp | 79.9%-49.1pp |
| Annual return | 39.78% | 74.86%-35.1pp | 66.36%-26.6pp | 145.39%-105.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $428 | $6,159-93.0% | $5,451-92.1% | $6,396-93.3% |
| Admin fee / account holder | $624 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |