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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 | $45,566 | $159,978-71.5% | $147,041-69.0% | $145,978-68.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 9.72% | 98.36%-88.6pp | 419.21%-409.5pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $113 | $8,429-98.7% | $8,071-98.6% | $6,690-98.3% |
| Admin fee / account holder | $24,304 | $15,053+61.5% | $13,006+86.9% | $13,400+81.4% |