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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 | $162,669 | $129,737+25.4% | $119,126+36.6% | $154,746+5.1% |
| Participation rate | 13.3% | 78.9%-65.5pp | 75.8%-62.4pp | 80.7%-67.4pp |
| Annual return | 15.44% | 379.08%-363.6pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $619 | $5,842-89.4% | $5,318-88.4% | $6,730-90.8% |
| Admin fee / account holder | $64,448 | $11,961+438.8% | $10,693+502.7% | $14,365+348.6% |