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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 | $96,611 | $109,905-12.1% | $98,506-1.9% | $167,553-42.3% |
| Participation rate | 21.4% | 75.8%-54.4pp | 73.3%-51.9pp | 82.1%-60.7pp |
| Annual return | 17.34% | 1960.20%-1942.9pp | 1494.92%-1477.6pp | 478.89%-461.6pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $832 | $4,674-82.2% | $4,277-80.6% | $6,343-86.9% |
| Admin fee / account holder | $1,040 | $6,760-84.6% | $5,955-82.5% | $12,316-91.6% |