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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 | $122,294 | $150,447-18.7% | $136,298-10.3% | $147,586-17.1% |
| Participation rate | 18.2% | 84.4%-66.2pp | 81.9%-63.7pp | 82.8%-64.6pp |
| Annual return | 18.10% | 1049.15%-1031.1pp | 5156.27%-5138.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,172 | $5,256-77.7% | $4,696-75.0% | $4,876-76.0% |
| Participant deferral / active EE | $1,874 | $6,631-71.7% | $6,247-70.0% | $5,439-65.5% |
| Admin fee / account holder | $945 | $10,906-91.3% | $9,244-89.8% | $10,886-91.3% |