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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 | $52,546 | $150,447-65.1% | $136,298-61.4% | $147,586-64.4% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 19.28% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $959 | $5,256-81.8% | $4,696-79.6% | $4,876-80.3% |
| Participant deferral / active EE | $1,472 | $6,631-77.8% | $6,247-76.4% | $5,439-72.9% |
| Admin fee / account holder | $7,385 | $10,906-32.3% | $9,244-20.1% | $10,886-32.2% |