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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 | $34,847 | $202,342-82.8% | $172,753-79.8% | $152,909-77.2% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.5%-43.6pp |
| Annual return | 21.12% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $190 | $5,948-96.8% | $5,198-96.3% | $5,851-96.8% |
| Admin fee / account holder | $1,562 | $17,112-90.9% | $13,956-88.8% | $11,601-86.5% |