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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 | $42,425 | $150,442-71.8% | $136,295-68.9% | $147,585-71.3% |
| Participation rate | 41.2% | 84.4%-43.2pp | 81.9%-40.7pp | 82.8%-41.7pp |
| Annual return | 13.90% | 1049.09%-1035.2pp | 5155.97%-5142.1pp | 578.56%-564.7pp |
| Employer contribution / active EE | $1,200 | $5,256-77.2% | $4,695-74.4% | $4,876-75.4% |
| Participant deferral / active EE | $1,575 | $6,630-76.2% | $6,247-74.8% | $5,439-71.0% |
| Admin fee / account holder | $10,573 | $10,905-3.0% | $9,243+14.4% | $10,885-2.9% |