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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 | $92,990 | $180,749-48.6% | $160,784-42.2% | $137,256-32.3% |
| Participation rate | 29.4% | 80.0%-50.6pp | 77.0%-47.5pp | 80.0%-50.5pp |
| Annual return | 13.74% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,071 | $6,844-84.4% | $6,293-83.0% | $6,407-83.3% |
| Admin fee / account holder | $2,084 | $10,397-80.0% | $9,717-78.6% | $12,270-83.0% |