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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 | $22,809 | $166,242-86.3% | $165,071-86.2% | $145,884-84.4% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 16.65% | 100.44%-83.8pp | 70.17%-53.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $643 | $6,964-90.8% | $6,035-89.3% | $6,690-90.4% |
| Admin fee / account holder | $13,919 | $16,658-16.4% | $12,695+9.6% | $13,392+3.9% |