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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 | $90,592 | $162,529-44.3% | $130,788-30.7% | $154,746-41.5% |
| Participation rate | 8.3% | 75.9%-67.5pp | 70.1%-61.8pp | 80.7%-72.4pp |
| Annual return | 11.81% | 510.48%-498.7pp | 386.44%-374.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $400 | $4,808-91.7% | $4,137-90.3% | $6,730-94.1% |
| Admin fee / account holder | $88,154 | $7,669+1049.5% | $6,673+1221.1% | $14,365+513.7% |