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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 | $113,427 | $176,105-35.6% | $159,474-28.9% | $167,536-32.3% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 11.06% | 331.91%-320.8pp | 263.68%-252.6pp | 478.82%-467.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $889 | $7,751-88.5% | $7,353-87.9% | $6,342-86.0% |
| Admin fee / account holder | $164,536 | $12,559+1210.1% | $10,802+1423.1% | $12,315+1236.1% |