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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 | $67,862 | $209,422-67.6% | $178,503-62.0% | $158,982-57.3% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 11.50% | 188.81%-177.3pp | 151.12%-139.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,791 | $5,955-69.9% | $5,202-65.6% | $5,983-70.1% |
| Admin fee / account holder | $1,004 | $17,079-94.1% | $13,987-92.8% | $11,252-91.1% |