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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 | $59,416 | $150,447-60.5% | $136,298-56.4% | $147,586-59.7% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 15.89% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $266 | $6,631-96.0% | $6,247-95.7% | $5,439-95.1% |
| Admin fee / account holder | $5,077 | $10,906-53.4% | $9,244-45.1% | $10,886-53.4% |