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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 | $88,812 | $183,978-51.7% | $162,171-45.2% | $152,885-41.9% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 22.55% | 150.78%-128.2pp | 115.60%-93.1pp | 345.39%-322.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,047 | $8,033-74.5% | $7,297-71.9% | $5,851-65.0% |
| Admin fee / account holder | $412 | $13,122-96.9% | $10,843-96.2% | $11,598-96.4% |