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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 | $108,532 | $211,288-48.6% | $178,540-39.2% | $145,884-25.6% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 8.14% | 30.27%-22.1pp | 27.15%-19.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,108 | $6,967-84.1% | $6,281-82.4% | $6,690-83.4% |
| Admin fee / account holder | $331 | $12,105-97.3% | $10,424-96.8% | $13,392-97.5% |