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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 | $85,508 | $150,447-43.2% | $136,298-37.3% | $147,586-42.1% |
| Participation rate | 60.9% | 84.4%-23.6pp | 81.9%-21.1pp | 82.8%-22.0pp |
| Annual return | 13.35% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $971 | $6,631-85.4% | $6,247-84.5% | $5,439-82.1% |
| Admin fee / account holder | $9,494 | $10,906-12.9% | $9,244+2.7% | $10,886-12.8% |