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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 | $90,755 | $108,922-16.7% | $100,398-9.6% | $145,978-37.8% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 16.40% | 58.04%-41.6pp | 49.32%-32.9pp | 550.52%-534.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,998 | $8,450-76.4% | $8,084-75.3% | $6,690-70.1% |
| Admin fee / account holder | $8,597 | $9,680-11.2% | $7,893+8.9% | $13,400-35.8% |