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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 | $150,447-71.8% | $136,298-68.9% | $147,586-71.3% |
| Participation rate | 41.2% | 84.4%-43.2pp | 81.9%-40.7pp | 82.8%-41.7pp |
| Annual return | 13.90% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,200 | $5,256-77.2% | $4,696-74.4% | $4,876-75.4% |
| Participant deferral / active EE | $1,575 | $6,631-76.3% | $6,247-74.8% | $5,439-71.0% |
| Admin fee / account holder | $10,573 | $10,906-3.1% | $9,244+14.4% | $10,886-2.9% |