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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 | $47,534 | $202,345-76.5% | $172,755-72.5% | $152,885-68.9% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 17.38% | 1029.77%-1012.4pp | 802.94%-785.6pp | 345.39%-328.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,297 | $5,948-78.2% | $5,198-75.0% | $5,851-77.8% |
| Admin fee / account holder | $14,499 | $17,111-15.3% | $13,955+3.9% | $11,598+25.0% |