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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 | $109,370 | $102,635+6.6% | $86,209+26.9% | $139,456-21.6% |
| Participation rate | 43.5% | 74.5%-31.0pp | 69.0%-25.5pp | 80.3%-36.8pp |
| Annual return | 13.46% | 1923.53%-1910.1pp | 1169.05%-1155.6pp | 373.45%-360.0pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $723 | $4,677-84.5% | $3,986-81.9% | $6,711-89.2% |
| Admin fee / account holder | $1,626 | $8,661-81.2% | $6,853-76.3% | $11,407-85.7% |