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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 | $71,680 | $209,422-65.8% | $178,503-59.8% | $158,982-54.9% |
| Participation rate | 47.1% | 86.4%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 9.35% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $411 | $5,955-93.1% | $5,202-92.1% | $5,983-93.1% |
| Admin fee / account holder | $3,191 | $17,079-81.3% | $13,987-77.2% | $11,252-71.6% |