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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 | $42,800 | $171,867-75.1% | $149,721-71.4% | $147,586-71.0% |
| Participation rate | 38.5% | 88.2%-49.7pp | 87.1%-48.6pp | 82.8%-44.4pp |
| Annual return | 13.05% | 2113.36%-2100.3pp | 1501.67%-1488.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $592 | $7,270-91.9% | $6,568-91.0% | $5,439-89.1% |
| Admin fee / account holder | $4,121 | $13,799-70.1% | $11,282-63.5% | $10,886-62.1% |