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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 | $89,998 | $175,257-48.6% | $149,717-39.9% | $139,456-35.5% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 12.22% | 166.70%-154.5pp | 134.41%-122.2pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $792 | $6,521-87.9% | $5,682-86.1% | $6,711-88.2% |
| Admin fee / account holder | $638 | $16,156-96.1% | $13,213-95.2% | $11,407-94.4% |