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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 | $92,763 | $150,445-38.3% | $136,297-31.9% | $147,585-37.1% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 17.38% | 1049.14%-1031.8pp | 5156.16%-5138.8pp | 578.57%-561.2pp |
| Employer contribution / active EE | $932 | $5,256-82.3% | $4,696-80.2% | $4,876-80.9% |
| Participant deferral / active EE | $1,886 | $6,631-71.6% | $6,247-69.8% | $5,439-65.3% |
| Admin fee / account holder | $357 | $10,906-96.7% | $9,244-96.1% | $10,885-96.7% |