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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 | $65,987 | $171,867-61.6% | $149,721-55.9% | $147,586-55.3% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 11.86% | 2113.36%-2101.5pp | 1501.67%-1489.8pp | 578.59%-566.7pp |
| Employer contribution / active EE | $1,691 | $6,275-73.0% | $5,444-68.9% | $4,876-65.3% |
| Participant deferral / active EE | $2,039 | $7,270-71.9% | $6,568-69.0% | $5,439-62.5% |
| Admin fee / account holder | $18,489 | $13,799+34.0% | $11,282+63.9% | $10,886+69.8% |