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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 | $20,042 | $160,070-87.5% | $147,117-86.4% | $145,897-86.3% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 9.79% | 98.69%-88.9pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,864 | $8,419-77.9% | $8,065-76.9% | $6,689-72.1% |
| Admin fee / account holder | $337 | $15,035-97.8% | $12,993-97.4% | $13,390-97.5% |