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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 | $39,874 | $171,867-76.8% | $149,721-73.4% | $147,586-73.0% |
| Participation rate | 41.2% | 88.2%-47.0pp | 87.1%-45.9pp | 82.8%-41.7pp |
| Annual return | 11.52% | 2113.36%-2101.8pp | 1501.67%-1490.2pp | 578.59%-567.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $763 | $7,270-89.5% | $6,568-88.4% | $5,439-86.0% |
| Admin fee / account holder | $1,113 | $13,799-91.9% | $11,282-90.1% | $10,886-89.8% |