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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 | $231,435 | $152,619+51.6% | $125,195+84.9% | $152,909+51.4% |
| Participation rate | 56.5% | 83.3%-26.8pp | 79.8%-23.3pp | 82.5%-25.9pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,161 | $5,869-80.2% | $4,937-76.5% | $5,851-80.2% |
| Admin fee / account holder | $591 | $13,437-95.6% | $9,704-93.9% | $11,601-94.9% |