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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 | $50,314 | $175,259-71.3% | $149,723-66.4% | $139,487-63.9% |
| Participation rate | 53.3% | 83.4%-30.1pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 17.05% | 166.82%-149.8pp | 134.50%-117.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,130 | $6,522-82.7% | $5,682-80.1% | $6,713-83.2% |
| Admin fee / account holder | $342 | $16,158-97.9% | $13,215-97.4% | $11,407-97.0% |