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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 | $118,030 | $209,847-43.8% | $189,520-37.7% | $167,518-29.5% |
| Participation rate | 31.8% | 88.7%-56.8pp | 87.8%-56.0pp | 82.1%-50.3pp |
| Annual return | 15.28% | 748.45%-733.2pp | 555.25%-540.0pp | 478.71%-463.4pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,058 | $8,934-88.2% | $8,220-87.1% | $6,342-83.3% |
| Admin fee / account holder | $1,909 | $14,295-86.6% | $12,046-84.2% | $12,312-84.5% |