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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 | $108,787 | $138,114-21.2% | $125,391-13.2% | $134,545-19.1% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | 24115.67% | 750.88%+23364.8pp | 572.41%+23543.3pp | 418.37%+23697.3pp |
| Employer contribution / active EE | $1,122 | $5,246-78.6% | $4,816-76.7% | $4,742-76.3% |
| Participant deferral / active EE | $1,962 | $7,801-74.8% | $7,448-73.7% | $6,401-69.3% |
| Admin fee / account holder | $862 | $11,570-92.6% | $10,009-91.4% | $11,431-92.5% |