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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 | $39,010 | $171,867-77.3% | $149,721-73.9% | $147,586-73.6% |
| Participation rate | 56.3% | 88.2%-31.9pp | 87.1%-30.8pp | 82.8%-26.6pp |
| Annual return | 17.29% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,377 | $6,275-78.1% | $5,444-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,520 | $7,270-65.3% | $6,568-61.6% | $5,439-53.7% |
| Admin fee / account holder | $730 | $13,799-94.7% | $11,282-93.5% | $10,886-93.3% |