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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 | $126,387 | $198,457-36.3% | $170,435-25.8% | $147,586-14.4% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 16.89% | 257.30%-240.4pp | 205.94%-189.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,549 | $5,629-72.5% | $4,939-68.6% | $5,439-71.5% |
| Admin fee / account holder | $1,215 | $16,852-92.8% | $13,881-91.2% | $10,886-88.8% |