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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 | $29,487 | $217,432-86.4% | $185,851-84.1% | $167,553-82.4% |
| Participation rate | 40.9% | 86.1%-45.1pp | 81.7%-40.8pp | 82.1%-41.2pp |
| Annual return | 12.41% | 148.43%-136.0pp | 122.11%-109.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $901 | $6,357-85.8% | $5,569-83.8% | $6,343-85.8% |
| Admin fee / account holder | $3,547 | $19,820-82.1% | $16,245-78.2% | $12,316-71.2% |