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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 | $99,045 | $198,457-50.1% | $170,435-41.9% | $147,586-32.9% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 12.86% | 257.30%-244.4pp | 205.94%-193.1pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $710 | $5,629-87.4% | $4,939-85.6% | $5,439-86.9% |
| Admin fee / account holder | $500 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |