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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 | $20,156 | $181,062-88.9% | $158,223-87.3% | $155,188-87.0% |
| Participation rate | 5.6% | 82.7%-77.1pp | 79.2%-73.6pp | 80.8%-75.2pp |
| Annual return | 15.10% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $99 | $6,134-98.4% | $5,467-98.2% | $6,531-98.5% |
| Admin fee / account holder | $320 | $18,825-98.3% | $16,047-98.0% | $14,480-97.8% |