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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 | $107,311 | $155,555-31.0% | $146,866-26.9% | $155,188-30.9% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.5%-72.5pp | 80.8%-70.8pp |
| Annual return | 17.08% | 115.41%-98.3pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,021 | $8,044-87.3% | $7,759-86.8% | $6,531-84.4% |
| Admin fee / account holder | $50,509 | $14,755+242.3% | $13,620+270.8% | $14,480+248.8% |