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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 | $153,699 | $150,446+2.2% | $136,297+12.8% | $147,585+4.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.64% | 1049.14%-1036.5pp | 5156.19%-5143.6pp | 578.58%-565.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $280 | $6,631-95.8% | $6,247-95.5% | $5,439-94.9% |
| Admin fee / account holder | $5,102 | $10,906-53.2% | $9,244-44.8% | $10,886-53.1% |