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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 | $42,748 | $198,462-78.5% | $170,439-74.9% | $147,585-71.0% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 13.51% | 257.30%-243.8pp | 205.94%-192.4pp | 578.58%-565.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,392 | $5,629-75.3% | $4,939-71.8% | $5,439-74.4% |
| Admin fee / account holder | $9,860 | $16,852-41.5% | $13,881-29.0% | $10,886-9.4% |