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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 | $170,888 | $160,040+6.8% | $147,096+16.2% | $145,877+17.1% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.7pp | 80.3%-23.8pp |
| Annual return | 13.93% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,194 | $8,429-74.0% | $8,071-72.8% | $6,691-67.2% |
| Admin fee / account holder | $47,419 | $15,050+215.1% | $13,005+264.6% | $13,402+253.8% |