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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 | $26,803 | $150,446-82.2% | $136,297-80.3% | $147,585-81.8% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 18.09% | 1049.14%-1031.1pp | 5156.19%-5138.1pp | 578.58%-560.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $800 | $6,631-87.9% | $6,247-87.2% | $5,439-85.3% |
| Admin fee / account holder | $5,738 | $10,906-47.4% | $9,244-37.9% | $10,886-47.3% |