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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 | $209,422-25.2% | $178,503-12.3% | $158,982-1.5% |
| Participation rate | 9.1% | 86.4%-77.3pp | 81.9%-72.8pp | 82.0%-72.9pp |
| Annual return | 8.16% | 188.81%-180.6pp | 151.12%-143.0pp | 302.99%-294.8pp |
| Employer contribution / active EE | $2,364 | $5,707-58.6% | $5,011-52.8% | $4,763-50.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $62,367 | $17,079+265.2% | $13,987+345.9% | $11,252+454.3% |