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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 | $106,704 | $202,463-47.3% | $169,397-37.0% | $139,487-23.5% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.2%-60.5pp | 80.3%-63.7pp |
| Annual return | 11.29% | 532.64%-521.4pp | 406.23%-394.9pp | 373.84%-362.6pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $402 | $6,941-94.2% | $6,223-93.5% | $6,713-94.0% |
| Admin fee / account holder | $6,625 | $10,726-38.2% | $9,017-26.5% | $11,407-41.9% |