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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 | $34,570 | $150,447-77.0% | $136,298-74.6% | $147,586-76.6% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 15.07% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,008 | $5,256-80.8% | $4,696-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $1,288 | $6,631-80.6% | $6,247-79.4% | $5,439-76.3% |
| Admin fee / account holder | $1,060 | $10,906-90.3% | $9,244-88.5% | $10,886-90.3% |