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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 | $139,810 | $171,492-18.5% | $150,734-7.2% | $198,609-29.6% |
| Participation rate | 55.6% | 81.4%-25.9pp | 78.4%-22.9pp | 82.4%-26.8pp |
| Annual return | 10.51% | 804.70%-794.2pp | 600.81%-590.3pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,548 | $6,259-75.3% | $5,610-72.4% | $6,977-77.8% |
| Admin fee / account holder | $28,538 | $17,628+61.9% | $14,905+91.5% | $19,030+50.0% |