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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 | $39,003 | $150,447-74.1% | $136,298-71.4% | $147,586-73.6% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 20.74% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $675 | $6,631-89.8% | $6,247-89.2% | $5,439-87.6% |
| Admin fee / account holder | $1,331 | $10,906-87.8% | $9,244-85.6% | $10,886-87.8% |