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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 | $132,070 | $88,702+48.9% | $81,780+61.5% | $145,978-9.5% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.4%-46.0pp | 80.3%-54.0pp |
| Annual return | 49.73% | 1029.12%-979.4pp | 776.27%-726.5pp | 550.52%-500.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $384 | $4,645-91.7% | $4,321-91.1% | $6,690-94.3% |
| Admin fee / account holder | $9,824 | $8,414+16.7% | $7,384+33.0% | $13,400-26.7% |