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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 | $87,406 | $103,392-15.5% | $87,104+0.3% | $152,897-42.8% |
| Participation rate | 29.4% | 79.4%-49.9pp | 76.9%-47.5pp | 82.5%-53.0pp |
| Annual return | 20.63% | 28.10%-7.5pp | 28.19%-7.6pp | 345.43%-324.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $417 | $4,778-91.3% | $4,048-89.7% | $5,851-92.9% |
| Admin fee / account holder | $863 | $12,194-92.9% | $7,491-88.5% | $11,599-92.6% |