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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 | $158,372 | $227,597-30.4% | $189,575-16.5% | $167,536-5.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 10.09% | 78.44%-68.3pp | 64.19%-54.1pp | 478.82%-468.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $100 | $7,002-98.6% | $6,174-98.4% | $6,342-98.4% |
| Admin fee / account holder | $24,853 | $11,877+109.3% | $9,806+153.5% | $12,315+101.8% |