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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 | $120,745 | $157,296-23.2% | $141,191-14.5% | $152,897-21.0% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 16.80% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,044 | $7,111-85.3% | $6,710-84.4% | $5,851-82.1% |
| Admin fee / account holder | $72,695 | $12,125+499.6% | $10,264+608.2% | $11,599+526.7% |