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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 | $53,501 | $209,422-74.5% | $178,503-70.0% | $158,982-66.3% |
| Participation rate | 27.3% | 86.4%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 14.64% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $907 | $5,955-84.8% | $5,202-82.6% | $5,983-84.8% |
| Admin fee / account holder | $2,126 | $17,079-87.6% | $13,987-84.8% | $11,252-81.1% |