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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 | $46,968 | $171,867-72.7% | $149,716-68.6% | $147,585-68.2% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 25.39% | 2113.36%-2088.0pp | 1501.67%-1476.3pp | 578.58%-553.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,031 | $7,270-72.1% | $6,568-69.1% | $5,439-62.7% |
| Admin fee / account holder | $632 | $13,799-95.4% | $11,282-94.4% | $10,886-94.2% |