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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 | $91,573 | $171,867-46.7% | $149,721-38.8% | $147,586-38.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 17.22% | 2113.36%-2096.1pp | 1501.67%-1484.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,502 | $6,275-76.1% | $5,444-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $1,512 | $7,270-79.2% | $6,568-77.0% | $5,439-72.2% |
| Admin fee / account holder | $381 | $13,799-97.2% | $11,282-96.6% | $10,886-96.5% |