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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 | $99,155 | $162,136-38.8% | $152,301-34.9% | $154,746-35.9% |
| Participation rate | 14.3% | 84.1%-69.8pp | 82.4%-68.2pp | 80.7%-66.4pp |
| Annual return | 14.16% | 91.02%-76.9pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,643 | $8,341-80.3% | $8,004-79.5% | $6,730-75.6% |
| Admin fee / account holder | $30,082 | $15,759+90.9% | $14,398+108.9% | $14,365+109.4% |