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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 | $61,181 | $150,446-59.3% | $136,297-55.1% | $147,585-58.5% |
| Participation rate | 39.1% | 84.4%-45.3pp | 81.9%-42.8pp | 82.8%-43.7pp |
| Annual return | 23.06% | 1049.14%-1026.1pp | 5156.19%-5133.1pp | 578.58%-555.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $792 | $6,631-88.1% | $6,247-87.3% | $5,439-85.4% |
| Admin fee / account holder | $4,412 | $10,906-59.5% | $9,244-52.3% | $10,886-59.5% |