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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 | $166,020-32.4% | $164,866-31.9% | $145,959-23.1% |
| Participation rate | 29.2% | 82.0%-52.8pp | 78.6%-49.4pp | 80.3%-51.1pp |
| Annual return | 18.57% | 100.08%-81.5pp | 69.97%-51.4pp | 561.95%-543.4pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $881 | $6,961-87.3% | $6,033-85.4% | $6,689-86.8% |
| Admin fee / account holder | $3,858 | $16,644-76.8% | $12,689-69.6% | $13,398-71.2% |