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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 | $212,925 | $160,059+33.0% | $140,019+52.1% | $135,380+57.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -3.08% | 911.48%-914.6pp | 651.17%-654.2pp | 519.81%-522.9pp |
| Employer contribution / active EE | $5,000 | $6,420-22.1% | $5,605-10.8% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $480 | $13,328-96.4% | $10,705-95.5% | $10,828-95.6% |