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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 | $62,246 | $209,873-70.3% | $189,534-67.2% | $167,560-62.9% |
| Participation rate | 61.1% | 88.7%-27.6pp | 87.8%-26.7pp | 82.1%-21.0pp |
| Annual return | 12.32% | 748.71%-736.4pp | 555.39%-543.1pp | 478.94%-466.6pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,298 | $8,934-63.1% | $8,220-59.9% | $6,343-48.0% |
| Admin fee / account holder | $491 | $14,301-96.6% | $12,049-95.9% | $12,317-96.0% |