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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 | $149,509 | $150,446-0.6% | $136,297+9.7% | $147,585+1.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 11.74% | 1049.14%-1037.4pp | 5156.19%-5144.5pp | 578.58%-566.8pp |
| Employer contribution / active EE | $7,143 | $5,256+35.9% | $4,696+52.1% | $4,876+46.5% |
| Participant deferral / active EE | $497 | $6,631-92.5% | $6,247-92.0% | $5,439-90.9% |
| Admin fee / account holder | $18,311 | $10,906+67.9% | $9,244+98.1% | $10,886+68.2% |