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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 | $150,325 | $150,446-0.1% | $136,297+10.3% | $147,585+1.9% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.47% | 1049.14%-1033.7pp | 5156.19%-5140.7pp | 578.58%-563.1pp |
| Employer contribution / active EE | $1,132 | $5,256-78.5% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $1,164 | $6,631-82.4% | $6,247-81.4% | $5,439-78.6% |
| Admin fee / account holder | $3,835 | $10,906-64.8% | $9,244-58.5% | $10,886-64.8% |