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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 | $106,370 | $110,093-3.4% | $97,295+9.3% | $145,897-27.1% |
| Participation rate | 31.3% | 75.9%-44.7pp | 72.7%-41.4pp | 80.3%-49.1pp |
| Annual return | 9.25% | 244.76%-235.5pp | 75.62%-66.4pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $610 | $4,678-87.0% | $4,264-85.7% | $6,689-90.9% |
| Admin fee / account holder | $7,910 | $6,212+27.3% | $5,646+40.1% | $13,390-40.9% |