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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 | $175,231-48.6% | $149,696-39.9% | $139,466-35.5% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 12.22% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $792 | $6,521-87.9% | $5,682-86.1% | $6,712-88.2% |
| Admin fee / account holder | $638 | $16,155-96.1% | $13,212-95.2% | $11,409-94.4% |