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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 | $94,340 | $171,492-45.0% | $150,734-37.4% | $198,609-52.5% |
| Participation rate | 23.5% | 81.4%-57.9pp | 78.4%-54.9pp | 82.4%-58.8pp |
| Annual return | 16.67% | 804.70%-788.0pp | 600.81%-584.1pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $699 | $6,259-88.8% | $5,610-87.5% | $6,977-90.0% |
| Admin fee / account holder | $30,843 | $17,628+75.0% | $14,905+106.9% | $19,030+62.1% |