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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 | $48,971 | $150,445-67.4% | $136,297-64.1% | $147,585-66.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 19.37% | 1049.14%-1029.8pp | 5156.16%-5136.8pp | 578.57%-559.2pp |
| Employer contribution / active EE | $1,539 | $5,256-70.7% | $4,696-67.2% | $4,876-68.4% |
| Participant deferral / active EE | $2,063 | $6,631-68.9% | $6,247-67.0% | $5,439-62.1% |
| Admin fee / account holder | $488 | $10,906-95.5% | $9,244-94.7% | $10,885-95.5% |