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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 | $104,095 | $175,257-40.6% | $149,717-30.5% | $139,456-25.4% |
| Participation rate | 13.3% | 83.4%-70.1pp | 78.8%-65.4pp | 80.3%-67.0pp |
| Annual return | 17.95% | 166.70%-148.8pp | 134.41%-116.5pp | 373.45%-355.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,795 | $6,521-72.5% | $5,682-68.4% | $6,711-73.3% |
| Admin fee / account holder | $24,021 | $16,156+48.7% | $13,213+81.8% | $11,407+110.6% |