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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 | $97,680 | $125,193-22.0% | $105,591-7.5% | $145,978-33.1% |
| Participation rate | 38.1% | 77.6%-39.6pp | 75.3%-37.2pp | 80.3%-42.2pp |
| Annual return | 9.71% | 225.53%-215.8pp | 116.43%-106.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $706 | $5,708-87.6% | $5,008-85.9% | $6,690-89.5% |
| Admin fee / account holder | $1,785 | $17,277-89.7% | $11,024-83.8% | $13,400-86.7% |