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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 | $96,293 | $198,457-51.5% | $170,435-43.5% | $147,586-34.8% |
| Participation rate | 53.3% | 88.0%-34.6pp | 83.6%-30.3pp | 82.8%-29.5pp |
| Annual return | 9.77% | 257.30%-247.5pp | 205.94%-196.2pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $180 | $5,629-96.8% | $4,939-96.4% | $5,439-96.7% |
| Admin fee / account holder | $43,382 | $16,852+157.4% | $13,881+212.5% | $10,886+298.5% |