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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 | $186,327 | $176,688+5.5% | $130,660+42.6% | $152,909+21.9% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | 25.08% | 2693.08%-2668.0pp | 1709.29%-1684.2pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,291 | $5,743-77.5% | $4,092-68.5% | $4,764-72.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $743 | $7,131-89.6% | $5,463-86.4% | $11,601-93.6% |