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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 | $77,133 | $202,345-61.9% | $172,755-55.4% | $152,885-49.5% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 17.65% | 1029.77%-1012.1pp | 802.94%-785.3pp | 345.39%-327.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $238 | $5,948-96.0% | $5,198-95.4% | $5,851-95.9% |
| Admin fee / account holder | $2,446 | $17,111-85.7% | $13,955-82.5% | $11,598-78.9% |