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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 | $182,454 | $212,386-14.1% | $199,883-8.7% | $138,895+31.4% |
| Participation rate | 12.5% | 87.4%-74.9pp | 86.8%-74.3pp | 79.9%-67.4pp |
| Annual return | 13.56% | 47.75%-34.2pp | 43.81%-30.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,821 | $9,617-81.1% | $9,138-80.1% | $6,396-71.5% |
| Admin fee / account holder | $175,528 | $18,233+862.7% | $17,268+916.5% | $12,562+1297.3% |