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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 | $36,085 | $180,462-80.0% | $154,111-76.6% | $135,379-73.3% |
| Participation rate | 46.7% | 87.4%-40.8pp | 83.0%-36.4pp | 82.6%-36.0pp |
| Annual return | 365.31% | 888.17%-522.9pp | 735.18%-369.9pp | 519.79%-154.5pp |
| Employer contribution / active EE | $1,647 | $6,036-72.7% | $5,298-68.9% | $4,779-65.5% |
| Participant deferral / active EE | $1,114 | $5,806-80.8% | $5,081-78.1% | $5,609-80.1% |
| Admin fee / account holder | $390 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |