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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 | $31,009 | $217,432-85.7% | $185,849-83.3% | $167,536-81.5% |
| Participation rate | 36.4% | 86.1%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 33.31% | 148.42%-115.1pp | 122.10%-88.8pp | 478.82%-445.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,196 | $6,357-81.2% | $5,569-78.5% | $6,342-81.1% |
| Admin fee / account holder | $138,462 | $19,818+598.7% | $16,244+752.4% | $12,315+1024.4% |