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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 | $122,838 | $166,131-26.1% | $164,975-25.5% | $145,877-15.8% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 16.11% | 100.37%-84.3pp | 70.12%-54.0pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,695 | $6,962-75.6% | $6,033-71.9% | $6,691-74.7% |
| Admin fee / account holder | $27,596 | $16,648+65.8% | $12,688+117.5% | $13,402+105.9% |