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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 | $24,000 | $150,447-84.0% | $136,298-82.4% | $147,586-83.7% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 11.51% | 1049.15%-1037.6pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $1,206 | $5,256-77.1% | $4,696-74.3% | $4,876-75.3% |
| Participant deferral / active EE | $1,913 | $6,631-71.1% | $6,247-69.4% | $5,439-64.8% |
| Admin fee / account holder | $1,689 | $10,906-84.5% | $9,244-81.7% | $10,886-84.5% |