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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 | $123,597 | $109,863+12.5% | $98,477+25.5% | $167,518-26.2% |
| Participation rate | 10.0% | 75.8%-65.8pp | 73.3%-63.3pp | 82.1%-72.1pp |
| Annual return | 17.17% | 1958.09%-1940.9pp | 1493.59%-1476.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $674 | $4,673-85.6% | $4,276-84.2% | $6,342-89.4% |
| Admin fee / account holder | $25,566 | $6,755+278.5% | $5,951+329.6% | $12,312+107.6% |