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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 | $28,733 | $175,259-83.6% | $149,723-80.8% | $139,487-79.4% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.5pp |
| Annual return | 18.26% | 166.82%-148.6pp | 134.50%-116.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,451 | $6,522-77.7% | $5,682-74.5% | $6,713-78.4% |
| Admin fee / account holder | $442 | $16,158-97.3% | $13,215-96.7% | $11,407-96.1% |