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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 | $89,790 | $183,988-51.2% | $162,177-44.6% | $152,897-41.3% |
| Participation rate | 34.8% | 88.5%-53.7pp | 87.6%-52.8pp | 82.5%-47.7pp |
| Annual return | 19.50% | 150.79%-131.3pp | 115.60%-96.1pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,291 | $8,032-83.9% | $7,297-82.3% | $5,851-77.9% |
| Admin fee / account holder | $20,063 | $13,123+52.9% | $10,843+85.0% | $11,599+73.0% |