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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 | $215,527 | $202,342+6.5% | $172,753+24.8% | $152,909+41.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 14.66% | 1029.88%-1015.2pp | 803.00%-788.3pp | 345.46%-330.8pp |
| Employer contribution / active EE | $11,783 | $5,857+101.2% | $5,144+129.1% | $4,764+147.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,732 | $17,112-37.3% | $13,956-23.1% | $11,601-7.5% |