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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 | $156,630 | $209,405-25.2% | $178,486-12.2% | $158,931-1.4% |
| Participation rate | 9.1% | 86.4%-77.3pp | 81.9%-72.8pp | 82.0%-72.9pp |
| Annual return | 8.16% | 188.77%-180.6pp | 151.08%-142.9pp | 302.86%-294.7pp |
| Employer contribution / active EE | $2,364 | $5,707-58.6% | $5,011-52.8% | $4,761-50.4% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $62,367 | $17,076+265.2% | $13,985+346.0% | $11,247+454.5% |