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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 | $48,130 | $175,257-72.5% | $149,717-67.9% | $139,456-65.5% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 12.77% | 166.70%-153.9pp | 134.41%-121.6pp | 373.45%-360.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $343 | $6,521-94.7% | $5,682-94.0% | $6,711-94.9% |
| Admin fee / account holder | $6,376 | $16,156-60.5% | $13,213-51.7% | $11,407-44.1% |