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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 | $93,479 | $196,972-52.5% | $182,262-48.7% | $198,609-52.9% |
| Participation rate | 13.6% | 85.7%-72.1pp | 84.2%-70.6pp | 82.4%-68.7pp |
| Annual return | 10.15% | 158.27%-148.1pp | 140.60%-130.4pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,349 | $8,643-84.4% | $8,276-83.7% | $6,977-80.7% |
| Admin fee / account holder | $71,817 | $18,429+289.7% | $16,712+329.7% | $19,030+277.4% |