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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 | $108,142 | $162,812-33.6% | $133,971-19.3% | $158,966-32.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.48% | 41.94%-28.5pp | 45.09%-31.6pp | 302.95%-289.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $990 | $5,910-83.2% | $5,047-80.4% | $5,983-83.5% |
| Admin fee / account holder | $846 | $11,741-92.8% | $8,929-90.5% | $11,250-92.5% |