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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 | $85,950 | $202,345-57.5% | $172,755-50.2% | $152,885-43.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 14.09% | 1029.77%-1015.7pp | 802.94%-788.9pp | 345.39%-331.3pp |
| Employer contribution / active EE | $4,975 | $5,858-15.1% | $5,144-3.3% | $4,763+4.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $488,243 | $17,111+2753.5% | $13,955+3398.7% | $11,598+4109.7% |