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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 | $96,098 | $166,242-42.2% | $165,071-41.8% | $145,884-34.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 14.00% | 100.44%-86.4pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $814 | $6,964-88.3% | $6,035-86.5% | $6,690-87.8% |
| Admin fee / account holder | $41,563 | $16,658+149.5% | $12,695+227.4% | $13,392+210.4% |