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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 | $121,494 | $148,582-18.2% | $135,942-10.6% | $139,456-12.9% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 12.45% | 79.26%-66.8pp | 68.28%-55.8pp | 373.45%-361.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $712 | $8,101-91.2% | $7,759-90.8% | $6,711-89.4% |
| Admin fee / account holder | $19,925 | $12,402+60.7% | $10,764+85.1% | $11,407+74.7% |