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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 | $46,476 | $209,425-77.8% | $178,499-74.0% | $158,966-70.8% |
| Participation rate | 42.1% | 86.4%-44.2pp | 81.9%-39.8pp | 82.0%-39.9pp |
| Annual return | 12.76% | 188.80%-176.0pp | 151.10%-138.3pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $674 | $5,955-88.7% | $5,202-87.0% | $5,983-88.7% |
| Admin fee / account holder | $772 | $17,078-95.5% | $13,986-94.5% | $11,250-93.1% |