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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 | $126,997 | $217,432-41.6% | $185,849-31.7% | $167,536-24.2% |
| Participation rate | 18.2% | 86.1%-67.9pp | 81.7%-63.5pp | 82.1%-63.9pp |
| Annual return | 12.36% | 148.42%-136.1pp | 122.10%-109.7pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $634 | $6,357-90.0% | $5,569-88.6% | $6,342-90.0% |
| Admin fee / account holder | $823 | $19,818-95.8% | $16,244-94.9% | $12,315-93.3% |