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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 | $94,964 | $108,911-12.8% | $100,392-5.4% | $145,884-34.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.44% | 58.23%-45.8pp | 49.45%-37.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,906 | $8,459-77.5% | $8,090-76.4% | $6,690-71.5% |
| Admin fee / account holder | $17,864 | $9,698+84.2% | $7,904+126.0% | $13,392+33.4% |