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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 | $92,594 | $157,296-41.1% | $141,191-34.4% | $152,897-39.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.06% | 64.34%-38.3pp | 71.41%-45.3pp | 345.43%-319.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,161 | $7,111-83.7% | $6,710-82.7% | $5,851-80.2% |
| Admin fee / account holder | $926 | $12,125-92.4% | $10,264-91.0% | $11,599-92.0% |