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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 | $78,395 | $160,028-51.0% | $147,080-46.7% | $145,884-46.3% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 11.28% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $915 | $8,422-89.1% | $8,066-88.7% | $6,690-86.3% |
| Admin fee / account holder | $105,253 | $15,030+600.3% | $12,989+710.3% | $13,392+685.9% |