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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 | $15,336 | $225,673-93.2% | $203,872-92.5% | $155,188-90.1% |
| Participation rate | 12.5% | 80.3%-67.8pp | 77.8%-65.3pp | 80.8%-68.3pp |
| Annual return | 14.00% | 95.91%-81.9pp | 85.11%-71.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $972 | $6,893-85.9% | $6,388-84.8% | $6,531-85.1% |
| Admin fee / account holder | $2,435 | $12,327-80.2% | $11,730-79.2% | $14,480-83.2% |