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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 | $93,325 | $70,666+32.1% | $169,385-44.9% | $75,181+24.1% |
| Participation rate | 20.3% | 64.8%-44.5pp | 77.2%-56.9pp | 67.2%-46.9pp |
| Annual return | 29.69% | 36.37%-6.7pp | 405.82%-376.1pp | 160.69%-131.0pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $962 | $4,308-77.7% | $6,221-84.5% | $4,126-76.7% |
| Admin fee / account holder | $956 | $5,402-82.3% | $9,011-89.4% | $5,650-83.1% |