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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 | $90,315 | $150,447-40.0% | $136,298-33.7% | $147,586-38.8% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 16.12% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,749 | $6,631-73.6% | $6,247-72.0% | $5,439-67.8% |
| Admin fee / account holder | $7,978 | $10,906-26.8% | $9,244-13.7% | $10,886-26.7% |