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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 | $41,547 | $173,397-76.0% | $135,987-69.4% | $145,877-71.5% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.4%-14.5pp | 80.3%-18.4pp |
| Annual return | 14.90% | 1166.18%-1151.3pp | 580.01%-565.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,001 | $8,710-77.0% | $7,027-71.5% | $6,691-70.1% |
| Admin fee / account holder | $374 | $9,663-96.1% | $6,716-94.4% | $13,402-97.2% |