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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 | $107,250 | $114,119-6.0% | $107,187+0.1% | $138,895-22.8% |
| Participation rate | 31.6% | 78.1%-46.5pp | 75.0%-43.4pp | 79.9%-48.3pp |
| Annual return | 12.74% | 273.21%-260.5pp | 204.55%-191.8pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $555 | $5,538-90.0% | $5,096-89.1% | $6,396-91.3% |
| Admin fee / account holder | $1,495 | $10,024-85.1% | $9,162-83.7% | $12,562-88.1% |