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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 | $44,798 | $217,432-79.4% | $185,849-75.9% | $167,536-73.3% |
| Participation rate | 22.7% | 86.1%-63.3pp | 81.7%-59.0pp | 82.1%-59.4pp |
| Annual return | 11.72% | 148.42%-136.7pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,590 | $6,357-75.0% | $5,569-71.5% | $6,342-74.9% |
| Admin fee / account holder | $5,858 | $19,818-70.4% | $16,244-63.9% | $12,315-52.4% |