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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 | $99,863 | $156,970-36.4% | $121,210-17.6% | $139,487-28.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 21.43% | 1477.10%-1455.7pp | 987.41%-966.0pp | 373.84%-352.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $163 | $4,849-96.6% | $4,084-96.0% | $6,713-97.6% |
| Admin fee / account holder | $3,380 | $6,947-51.4% | $5,647-40.2% | $11,407-70.4% |