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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 | $39,191 | $209,422-81.3% | $178,503-78.0% | $158,982-75.3% |
| Participation rate | 43.8% | 86.4%-42.6pp | 81.9%-38.2pp | 82.0%-38.2pp |
| Annual return | 29.46% | 188.81%-159.3pp | 151.12%-121.7pp | 302.99%-273.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $234 | $5,955-96.1% | $5,202-95.5% | $5,983-96.1% |
| Admin fee / account holder | $1,507 | $17,079-91.2% | $13,987-89.2% | $11,252-86.6% |