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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 | $146,858 | $196,972-25.4% | $182,262-19.4% | $198,609-26.1% |
| Participation rate | 18.2% | 85.7%-67.5pp | 84.2%-66.0pp | 82.4%-64.2pp |
| Annual return | 6.90% | 158.27%-151.4pp | 140.60%-133.7pp | 202.70%-195.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $445 | $8,643-94.9% | $8,276-94.6% | $6,977-93.6% |
| Admin fee / account holder | $9,261 | $18,429-49.7% | $16,712-44.6% | $19,030-51.3% |