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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 | $47,419 | $209,425-77.4% | $178,499-73.4% | $158,966-70.2% |
| Participation rate | 11.1% | 86.4%-75.2pp | 81.9%-70.8pp | 82.0%-70.9pp |
| Annual return | 12.01% | 188.80%-176.8pp | 151.10%-139.1pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $293 | $5,955-95.1% | $5,202-94.4% | $5,983-95.1% |
| Admin fee / account holder | $600 | $17,078-96.5% | $13,986-95.7% | $11,250-94.7% |