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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 | $63,650 | $171,865-63.0% | $149,718-57.5% | $147,585-56.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.57% | 2113.29%-2096.7pp | 1501.67%-1485.1pp | 578.56%-562.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,059 | $7,270-71.7% | $6,569-68.7% | $5,439-62.1% |
| Admin fee / account holder | $660 | $13,799-95.2% | $11,283-94.2% | $10,885-93.9% |