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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 | $48,793 | $185,905-73.8% | $170,057-71.3% | $139,487-65.0% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 14.89% | 60.56%-45.7pp | 53.42%-38.5pp | 373.84%-359.0pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,273 | $11,627-89.0% | $10,411-87.8% | $6,713-81.0% |
| Admin fee / account holder | $332 | $15,397-97.8% | $12,826-97.4% | $11,407-97.1% |