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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 | $76,248 | $160,070-52.4% | $147,117-48.2% | $145,897-47.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 10.63% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,495 | $8,419-70.4% | $8,065-69.1% | $6,689-62.7% |
| Admin fee / account holder | $880 | $15,035-94.1% | $12,993-93.2% | $13,390-93.4% |