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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 | $45,081 | $150,447-70.0% | $136,298-66.9% | $147,586-69.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.92% | 1049.15%-1028.2pp | 5156.27%-5135.3pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,059 | $5,256-79.9% | $4,696-77.5% | $4,876-78.3% |
| Participant deferral / active EE | $2,098 | $6,631-68.4% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $524 | $10,906-95.2% | $9,244-94.3% | $10,886-95.2% |