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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 | $45,970 | $171,867-73.3% | $149,721-69.3% | $147,586-68.9% |
| Participation rate | 11.1% | 88.2%-77.1pp | 87.1%-76.0pp | 82.8%-71.7pp |
| Annual return | 17.06% | 2113.36%-2096.3pp | 1501.67%-1484.6pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,081 | $7,270-71.4% | $6,568-68.3% | $5,439-61.7% |
| Admin fee / account holder | $1,359 | $13,799-90.2% | $11,282-88.0% | $10,886-87.5% |