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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 | $38,920 | $150,447-74.1% | $136,298-71.4% | $147,586-73.6% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 45.42% | 1049.15%-1003.7pp | 5156.27%-5110.8pp | 578.59%-533.2pp |
| Employer contribution / active EE | $916 | $5,256-82.6% | $4,696-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $2,059 | $6,631-68.9% | $6,247-67.0% | $5,439-62.1% |
| Admin fee / account holder | $9,113 | $10,906-16.4% | $9,244-1.4% | $10,886-16.3% |