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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 | $81,355 | $108,911-25.3% | $100,392-19.0% | $145,884-44.2% |
| Participation rate | 38.1% | 83.0%-44.9pp | 81.5%-43.4pp | 80.3%-42.2pp |
| Annual return | 10.89% | 58.23%-47.3pp | 49.45%-38.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,126 | $8,459-74.9% | $8,090-73.7% | $6,690-68.2% |
| Admin fee / account holder | $9,397 | $9,698-3.1% | $7,904+18.9% | $13,392-29.8% |