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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 | $139,623 | $102,595+36.1% | $94,057+48.4% | $154,746-9.8% |
| Participation rate | 15.8% | 76.0%-60.2pp | 73.3%-57.6pp | 80.7%-64.9pp |
| Annual return | 12.05% | 583.42%-571.4pp | 480.62%-468.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $303 | $5,118-94.1% | $4,709-93.6% | $6,730-95.5% |
| Admin fee / account holder | $13,891 | $7,736+79.6% | $7,244+91.7% | $14,365-3.3% |