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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 | $75,044 | $150,447-50.1% | $136,298-44.9% | $147,586-49.2% |
| Participation rate | 47.4% | 84.4%-37.1pp | 81.9%-34.6pp | 82.8%-35.5pp |
| Annual return | 12.62% | 1049.15%-1036.5pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,499 | $6,631-77.4% | $6,247-76.0% | $5,439-72.4% |
| Admin fee / account holder | $31,816 | $10,906+191.7% | $9,244+244.2% | $10,886+192.3% |