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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 | $52,578 | $150,447-65.1% | $136,298-61.4% | $147,586-64.4% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 15.36% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $967 | $5,256-81.6% | $4,696-79.4% | $4,876-80.2% |
| Participant deferral / active EE | $1,535 | $6,631-76.8% | $6,247-75.4% | $5,439-71.8% |
| Admin fee / account holder | $1,524 | $10,906-86.0% | $9,244-83.5% | $10,886-86.0% |