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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 | $112,246 | $166,131-32.4% | $164,975-32.0% | $145,877-23.1% |
| Participation rate | 29.2% | 82.0%-52.8pp | 78.6%-49.4pp | 80.3%-51.1pp |
| Annual return | 18.57% | 100.37%-81.8pp | 70.12%-51.6pp | 551.28%-532.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $881 | $6,962-87.3% | $6,033-85.4% | $6,691-86.8% |
| Admin fee / account holder | $3,858 | $16,648-76.8% | $12,688-69.6% | $13,402-71.2% |