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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 | $79,433 | $124,175-36.0% | $108,405-26.7% | $167,553-52.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 21.77% | 1380.13%-1358.4pp | 905.55%-883.8pp | 478.89%-457.1pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,424 | $6,908-79.4% | $6,563-78.3% | $6,343-77.6% |
| Admin fee / account holder | $17,643 | $9,457+86.6% | $7,297+141.8% | $12,316+43.2% |