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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 | $125,919 | $176,077-28.5% | $159,455-21.0% | $167,518-24.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,105 | $5,298-79.1% | $4,830-77.1% | $4,838-77.2% |
| Participant deferral / active EE | $1,568 | $7,751-79.8% | $7,353-78.7% | $6,342-75.3% |
| Admin fee / account holder | $468 | $12,556-96.3% | $10,800-95.7% | $12,312-96.2% |