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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 | $71,077 | $171,867-58.6% | $149,716-52.5% | $147,585-51.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 9.42% | 2113.36%-2103.9pp | 1501.67%-1492.2pp | 578.58%-569.2pp |
| Employer contribution / active EE | $2,512 | $6,275-60.0% | $5,444-53.9% | $4,876-48.5% |
| Participant deferral / active EE | $744 | $7,270-89.8% | $6,568-88.7% | $5,439-86.3% |
| Admin fee / account holder | $931 | $13,799-93.3% | $11,282-91.7% | $10,886-91.4% |