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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 | $185,803 | $209,425-11.3% | $178,499+4.1% | $158,966+16.9% |
| Participation rate | 64.3% | 86.4%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 13.54% | 188.80%-175.3pp | 151.10%-137.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $675 | $5,955-88.7% | $5,202-87.0% | $5,983-88.7% |
| Admin fee / account holder | $25,588 | $17,078+49.8% | $13,986+82.9% | $11,250+127.4% |