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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 | $77,827 | $209,425-62.8% | $178,499-56.4% | $158,966-51.0% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 14.36% | 188.80%-174.4pp | 151.10%-136.7pp | 302.95%-288.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $686 | $5,955-88.5% | $5,202-86.8% | $5,983-88.5% |
| Admin fee / account holder | $778 | $17,078-95.4% | $13,986-94.4% | $11,250-93.1% |