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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 | $59,533 | $180,462-67.0% | $154,111-61.4% | $135,379-56.0% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | 12.07% | 888.17%-876.1pp | 735.18%-723.1pp | 519.79%-507.7pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $26 | $5,806-99.6% | $5,081-99.5% | $5,609-99.5% |
| Admin fee / account holder | $8,569 | $16,145-46.9% | $13,411-36.1% | $10,828-20.9% |