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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 | $78,603 | $125,237-37.2% | $105,608-25.6% | $145,877-46.1% |
| Participation rate | 21.7% | 77.7%-55.9pp | 75.3%-53.5pp | 80.3%-58.6pp |
| Annual return | 8.35% | 225.76%-217.4pp | 116.50%-108.2pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $494 | $5,711-91.3% | $5,010-90.1% | $6,691-92.6% |
| Admin fee / account holder | $2,066 | $17,287-88.1% | $11,028-81.3% | $13,402-84.6% |