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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 | $96,851 | $96,678+0.2% | $86,640+11.8% | $139,466-30.6% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 28.83% | 106.69%-77.9pp | 592.52%-563.7pp | 373.66%-344.8pp |
| Employer contribution / active EE | $700 | $3,265-78.6% | $3,024-76.9% | $4,754-85.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,410 | $6,410-78.0% | $5,616-74.9% | $11,409-87.6% |