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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 | $25,920 | $226,105-88.5% | $182,540-85.8% | $152,897-83.0% |
| Participation rate | 26.1% | 82.5%-56.4pp | 78.0%-51.9pp | 82.5%-56.4pp |
| Annual return | 17.09% | 192.58%-175.5pp | 148.58%-131.5pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $676 | $6,370-89.4% | $5,525-87.8% | $5,851-88.5% |
| Admin fee / account holder | $6,377 | $10,706-40.4% | $8,593-25.8% | $11,599-45.0% |