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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 | $34,010 | $202,345-83.2% | $172,755-80.3% | $152,885-77.8% |
| Participation rate | 52.9% | 87.1%-34.1pp | 82.6%-29.7pp | 82.5%-29.5pp |
| Annual return | 18.05% | 1029.77%-1011.7pp | 802.94%-784.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $539 | $5,948-90.9% | $5,198-89.6% | $5,851-90.8% |
| Admin fee / account holder | $2,144 | $17,111-87.5% | $13,955-84.6% | $11,598-81.5% |