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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 | $48,053 | $198,457-75.8% | $170,435-71.8% | $147,586-67.4% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 19.52% | 257.30%-237.8pp | 205.94%-186.4pp | 578.59%-559.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,109 | $5,629-80.3% | $4,939-77.5% | $5,439-79.6% |
| Admin fee / account holder | $306 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |