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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 | $25,809 | $138,114-81.3% | $125,391-79.4% | $134,545-80.8% |
| Participation rate | 34.8% | 84.5%-49.7pp | 82.4%-47.6pp | 81.2%-46.5pp |
| Annual return | 15.83% | 750.88%-735.1pp | 572.41%-556.6pp | 418.37%-402.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $762 | $7,801-90.2% | $7,448-89.8% | $6,401-88.1% |
| Admin fee / account holder | $415 | $11,570-96.4% | $10,009-95.9% | $11,431-96.4% |