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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 | $41,805 | $217,432-80.8% | $185,851-77.5% | $167,553-75.0% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 16.78% | 148.43%-131.6pp | 122.11%-105.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,090 | $6,357-82.8% | $5,569-80.4% | $6,343-82.8% |
| Admin fee / account holder | $21,532 | $19,820+8.6% | $16,245+32.5% | $12,316+74.8% |