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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 | $24,262 | $150,446-83.9% | $136,297-82.2% | $147,585-83.6% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 21.51% | 1049.14%-1027.6pp | 5156.19%-5134.7pp | 578.58%-557.1pp |
| Employer contribution / active EE | $3,527 | $5,256-32.9% | $4,696-24.9% | $4,876-27.7% |
| Participant deferral / active EE | $1,822 | $6,631-72.5% | $6,247-70.8% | $5,439-66.5% |
| Admin fee / account holder | $562 | $10,906-94.9% | $9,244-93.9% | $10,886-94.8% |