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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 | $102,574 | $217,432-52.8% | $185,851-44.8% | $167,553-38.8% |
| Participation rate | 18.8% | 86.1%-67.3pp | 81.7%-63.0pp | 82.1%-63.4pp |
| Annual return | 19.26% | 148.43%-129.2pp | 122.11%-102.8pp | 478.89%-459.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,075 | $6,357-83.1% | $5,569-80.7% | $6,343-83.1% |
| Admin fee / account holder | $7,405 | $19,820-62.6% | $16,245-54.4% | $12,316-39.9% |