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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 | $154,373 | $102,429+50.7% | $147,096+4.9% | $80,925+90.8% |
| Participation rate | 12.1% | 75.9%-63.7pp | 82.2%-70.1pp | 67.7%-55.5pp |
| Annual return | 12.68% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,027 | $6,649-69.5% | $8,071-74.9% | $4,299-52.8% |
| Admin fee / account holder | $82,389 | $7,957+935.4% | $13,005+533.5% | $6,940+1087.1% |