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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 | $106,032 | $160,059-33.8% | $140,019-24.3% | $135,380-21.7% |
| Participation rate | 27.3% | 88.5%-61.3pp | 87.5%-60.2pp | 82.6%-55.4pp |
| Annual return | -1.12% | 911.48%-912.6pp | 651.17%-652.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,218 | $7,641-71.0% | $6,927-68.0% | $5,609-60.5% |
| Admin fee / account holder | $45,037 | $13,328+237.9% | $10,705+320.7% | $10,828+315.9% |