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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 | $32,193 | $150,447-78.6% | $136,298-76.4% | $147,586-78.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 20.17% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,055 | $5,256-79.9% | $4,696-77.5% | $4,876-78.4% |
| Participant deferral / active EE | $1,319 | $6,631-80.1% | $6,247-78.9% | $5,439-75.8% |
| Admin fee / account holder | $2,819 | $10,906-74.2% | $9,244-69.5% | $10,886-74.1% |