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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 | $57,921 | $202,342-71.4% | $172,752-66.5% | $152,897-62.1% |
| Participation rate | 52.2% | 87.1%-34.9pp | 82.6%-30.5pp | 82.5%-30.3pp |
| Annual return | 21.44% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,926 | $5,948-67.6% | $5,198-62.9% | $5,851-67.1% |
| Admin fee / account holder | $1,560 | $17,111-90.9% | $13,955-88.8% | $11,599-86.6% |