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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 | $56,543 | $150,446-62.4% | $136,297-58.5% | $147,585-61.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.29% | 1049.14%-1033.9pp | 5156.19%-5140.9pp | 578.58%-563.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,433 | $6,631-78.4% | $6,247-77.1% | $5,439-73.7% |
| Admin fee / account holder | $1,875 | $10,906-82.8% | $9,244-79.7% | $10,886-82.8% |