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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 | $71,633 | $171,865-58.3% | $149,718-52.2% | $147,585-51.5% |
| Participation rate | 43.5% | 88.2%-44.7pp | 87.1%-43.6pp | 82.8%-39.4pp |
| Annual return | 12.91% | 2113.29%-2100.4pp | 1501.67%-1488.8pp | 578.56%-565.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,456 | $7,270-80.0% | $6,569-77.8% | $5,439-73.2% |
| Admin fee / account holder | $761 | $13,799-94.5% | $11,283-93.3% | $10,885-93.0% |