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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 | $126,097 | $162,136-22.2% | $152,301-17.2% | $154,746-18.5% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.11% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,407 | $8,341-71.1% | $8,004-69.9% | $6,730-64.2% |
| Admin fee / account holder | $74,995 | $15,759+375.9% | $14,398+420.9% | $14,365+422.1% |