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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 | $37,717 | $209,422-82.0% | $178,503-78.9% | $158,982-76.3% |
| Participation rate | 21.1% | 86.4%-65.3pp | 81.9%-60.9pp | 82.0%-60.9pp |
| Annual return | 20.54% | 188.81%-168.3pp | 151.12%-130.6pp | 302.99%-282.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $603 | $5,955-89.9% | $5,202-88.4% | $5,983-89.9% |
| Admin fee / account holder | $875 | $17,079-94.9% | $13,987-93.7% | $11,252-92.2% |