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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 | $102,346 | $176,105-41.9% | $159,474-35.8% | $167,536-38.9% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 17.70% | 331.91%-314.2pp | 263.68%-246.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,177 | $7,751-71.9% | $7,353-70.4% | $6,342-65.7% |
| Admin fee / account holder | $5,460 | $12,559-56.5% | $10,802-49.5% | $12,315-55.7% |