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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 | $34,076 | $183,978-81.5% | $162,171-79.0% | $152,885-77.7% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.6%-42.1pp | 82.5%-37.0pp |
| Annual return | 16.42% | 150.78%-134.4pp | 115.60%-99.2pp | 345.39%-329.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,528 | $8,033-81.0% | $7,297-79.1% | $5,851-73.9% |
| Admin fee / account holder | $380 | $13,122-97.1% | $10,843-96.5% | $11,598-96.7% |