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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 | $47,244 | $165,399-71.4% | $149,745-68.5% | $158,982-70.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.44% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $217 | $7,183-97.0% | $6,843-96.8% | $5,983-96.4% |
| Admin fee / account holder | $423 | $10,811-96.1% | $9,312-95.5% | $11,252-96.2% |