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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 | $79,013 | $108,897-27.4% | $100,378-21.3% | $145,877-45.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 11.47% | 58.17%-46.7pp | 49.41%-37.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,713 | $8,455-79.7% | $8,087-78.8% | $6,691-74.4% |
| Admin fee / account holder | $20,481 | $9,690+111.4% | $7,899+159.3% | $13,402+52.8% |