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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 | $77,490 | $150,445-48.5% | $136,297-43.1% | $147,585-47.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13.63% | 1049.14%-1035.5pp | 5156.16%-5142.5pp | 578.57%-564.9pp |
| Employer contribution / active EE | $969 | $5,256-81.6% | $4,696-79.4% | $4,876-80.1% |
| Participant deferral / active EE | $1,200 | $6,631-81.9% | $6,247-80.8% | $5,439-77.9% |
| Admin fee / account holder | $1,007 | $10,906-90.8% | $9,244-89.1% | $10,885-90.7% |