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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 | $45,644 | $209,888-78.3% | $189,545-75.9% | $167,553-72.8% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 11.70% | 748.66%-737.0pp | 555.36%-543.7pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,762 | $8,934-80.3% | $8,220-78.6% | $6,343-72.2% |
| Admin fee / account holder | $331 | $14,300-97.7% | $12,049-97.3% | $12,316-97.3% |