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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 | $62,260 | $202,345-69.2% | $172,755-64.0% | $152,885-59.3% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.5%-23.4pp |
| Annual return | 18.80% | 1029.77%-1011.0pp | 802.94%-784.1pp | 345.39%-326.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,827 | $5,948-69.3% | $5,198-64.9% | $5,851-68.8% |
| Admin fee / account holder | $950 | $17,111-94.5% | $13,955-93.2% | $11,598-91.8% |