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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 | $174,866 | $150,446+16.2% | $136,297+28.3% | $147,585+18.5% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 73.16% | 1049.14%-976.0pp | 5156.19%-5083.0pp | 578.58%-505.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,939 | $6,631-70.8% | $6,247-69.0% | $5,439-64.3% |
| Admin fee / account holder | $1,694 | $10,906-84.5% | $9,244-81.7% | $10,886-84.4% |