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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 | $46,004 | $159,978-71.2% | $147,041-68.7% | $145,978-68.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.84% | 98.36%-86.5pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $119 | $8,429-98.6% | $8,071-98.5% | $6,690-98.2% |
| Admin fee / account holder | $839 | $15,053-94.4% | $13,006-93.6% | $13,400-93.7% |