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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 | $105,571 | $100,203+5.4% | $85,240+23.9% | $145,897-27.6% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $538 | $3,242-83.4% | $2,735-80.3% | $4,663-88.5% |
| Participant deferral / active EE | $854 | $5,299-83.9% | $4,527-81.1% | $6,689-87.2% |
| Admin fee / account holder | $334 | $7,265-95.4% | $6,165-94.6% | $13,390-97.5% |