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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 | $110,286 | $176,077-37.4% | $159,455-30.8% | $167,518-34.2% |
| Participation rate | 41.7% | 84.9%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 17.96% | 331.83%-313.9pp | 263.63%-245.7pp | 478.71%-460.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $922 | $7,751-88.1% | $7,353-87.5% | $6,342-85.5% |
| Admin fee / account holder | $5,386 | $12,556-57.1% | $10,800-50.1% | $12,312-56.3% |