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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 | $117,603 | $202,342-41.9% | $172,753-31.9% | $152,909-23.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.56% | 1029.88%-1004.3pp | 803.00%-777.4pp | 345.46%-319.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,856 | $5,948-68.8% | $5,198-64.3% | $5,851-68.3% |
| Admin fee / account holder | $457 | $17,112-97.3% | $13,956-96.7% | $11,601-96.1% |