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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 | $53,362 | $150,447-64.5% | $136,298-60.8% | $147,586-63.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 17.70% | 1049.15%-1031.4pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $930 | $6,631-86.0% | $6,247-85.1% | $5,439-82.9% |
| Admin fee / account holder | $4,858 | $10,906-55.5% | $9,244-47.4% | $10,886-55.4% |