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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 | $101,988 | $197,637-48.4% | $177,848-42.7% | $158,982-35.8% |
| Participation rate | 31.8% | 88.5%-56.7pp | 87.7%-55.9pp | 82.0%-50.1pp |
| Annual return | 12.76% | 58.77%-46.0pp | 48.33%-35.6pp | 302.99%-290.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,494 | $8,405-82.2% | $7,714-80.6% | $5,983-75.0% |
| Admin fee / account holder | $2,585 | $15,406-83.2% | $12,431-79.2% | $11,252-77.0% |