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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 | $100,292 | $100,911-0.6% | $90,440+10.9% | $158,966-36.9% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.9pp |
| Annual return | 7.59% | 1726.62%-1719.0pp | 1294.38%-1286.8pp | 302.95%-295.4pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $489 | $4,348-88.8% | $3,964-87.7% | $5,983-91.8% |
| Admin fee / account holder | $93,949 | $6,507+1343.8% | $5,615+1573.2% | $11,250+735.1% |