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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 | $42,151 | $150,445-72.0% | $136,297-69.1% | $147,585-71.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 10.90% | 1049.14%-1038.2pp | 5156.16%-5145.3pp | 578.57%-567.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,447 | $6,631-78.2% | $6,247-76.8% | $5,439-73.4% |
| Admin fee / account holder | $378 | $10,906-96.5% | $9,244-95.9% | $10,885-96.5% |