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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 | $79,534 | $184,000-56.8% | $162,185-51.0% | $152,909-48.0% |
| Participation rate | 38.1% | 88.5%-50.4pp | 87.6%-49.5pp | 82.5%-44.4pp |
| Annual return | 15.58% | 150.80%-135.2pp | 115.61%-100.0pp | 345.46%-329.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $971 | $8,033-87.9% | $7,297-86.7% | $5,851-83.4% |
| Admin fee / account holder | $8,984 | $13,124-31.5% | $10,844-17.1% | $11,601-22.6% |