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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 | $42,980 | $150,446-71.4% | $136,297-68.5% | $147,585-70.9% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 17.89% | 1049.14%-1031.3pp | 5156.19%-5138.3pp | 578.58%-560.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $105 | $6,631-98.4% | $6,247-98.3% | $5,439-98.1% |
| Admin fee / account holder | $12,144 | $10,906+11.4% | $9,244+31.4% | $10,886+11.6% |