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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 | $105,734 | $107,941-2.0% | $91,994+14.9% | $152,909-30.9% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 19.79% | 89.28%-69.5pp | 69.04%-49.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $613 | $6,366-90.4% | $5,924-89.7% | $5,851-89.5% |
| Admin fee / account holder | $14,913 | $10,521+41.7% | $7,744+92.6% | $11,601+28.6% |