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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 | $56,531 | $150,447-62.4% | $136,298-58.5% | $147,586-61.7% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 13.82% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,250 | $5,256-76.2% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $1,958 | $6,631-70.5% | $6,247-68.7% | $5,439-64.0% |
| Admin fee / account holder | $10,257 | $10,906-6.0% | $9,244+11.0% | $10,886-5.8% |