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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 | $100,721 | $171,492-41.3% | $150,734-33.2% | $198,609-49.3% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 20.93% | 804.70%-783.8pp | 600.81%-579.9pp | 202.70%-181.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,791 | $6,259-71.4% | $5,610-68.1% | $6,977-74.3% |
| Admin fee / account holder | $1,723 | $17,628-90.2% | $14,905-88.4% | $19,030-90.9% |