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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 | $72,327 | $159,978-54.8% | $147,041-50.8% | $145,978-50.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.39% | 98.36%-88.0pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $997 | $8,429-88.2% | $8,071-87.7% | $6,690-85.1% |
| Admin fee / account holder | $19,362 | $15,053+28.6% | $13,006+48.9% | $13,400+44.5% |