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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 | $98,848 | $152,612-35.2% | $125,192-21.0% | $152,897-35.4% |
| Participation rate | 54.2% | 83.3%-29.2pp | 79.8%-25.6pp | 82.5%-28.3pp |
| Annual return | 11.54% | 54.85%-43.3pp | 43.79%-32.2pp | 345.43%-333.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $243 | $5,868-95.9% | $4,937-95.1% | $5,851-95.9% |
| Admin fee / account holder | $8,246 | $13,437-38.6% | $9,704-15.0% | $11,599-28.9% |