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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 | $55,759 | $171,867-67.6% | $149,721-62.8% | $147,586-62.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 16.50% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,103 | $7,270-84.8% | $6,568-83.2% | $5,439-79.7% |
| Admin fee / account holder | $581 | $13,799-95.8% | $11,282-94.9% | $10,886-94.7% |