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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 | $199,298 | $166,131+20.0% | $164,975+20.8% | $145,877+36.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 14.02% | 100.37%-86.4pp | 70.12%-56.1pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,078 | $6,962-84.5% | $6,033-82.1% | $6,691-83.9% |
| Admin fee / account holder | $37,737 | $16,648+126.7% | $12,688+197.4% | $13,402+181.6% |