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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 | $70,179 | $159,978-56.1% | $147,041-52.3% | $145,978-51.9% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 12.82% | 98.36%-85.5pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,409 | $8,429-83.3% | $8,071-82.5% | $6,690-78.9% |
| Admin fee / account holder | $47,801 | $15,053+217.5% | $13,006+267.5% | $13,400+256.7% |