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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 | $153,836 | $160,040-3.9% | $147,096+4.6% | $145,877+5.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 10.48% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,244 | $8,429-73.4% | $8,071-72.2% | $6,691-66.5% |
| Admin fee / account holder | $15,353 | $15,050+2.0% | $13,005+18.1% | $13,402+14.6% |