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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 | $107,848 | $184,000-41.4% | $162,185-33.5% | $152,909-29.5% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.6%-62.6pp | 82.5%-57.5pp |
| Annual return | 21.69% | 150.80%-129.1pp | 115.61%-93.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,200 | $8,033-85.1% | $7,297-83.6% | $5,851-79.5% |
| Admin fee / account holder | $30,956 | $13,124+135.9% | $10,844+185.5% | $11,601+166.8% |