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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 | $89,772 | $112,112-19.9% | $95,956-6.4% | $158,950-43.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 14.22% | 171.15%-156.9pp | 91.63%-77.4pp | 302.91%-288.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,387 | $4,784-71.0% | $4,167-66.7% | $5,983-76.8% |
| Admin fee / account holder | $28,509 | $10,134+181.3% | $6,797+319.4% | $11,248+153.4% |