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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 | $108,912-25.3% | $100,383-19.0% | $145,959-44.3% |
| Participation rate | 38.1% | 83.0%-44.9pp | 81.5%-43.4pp | 80.3%-42.2pp |
| Annual return | 10.89% | 57.96%-47.1pp | 49.26%-38.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,126 | $8,451-74.8% | $8,086-73.7% | $6,689-68.2% |
| Admin fee / account holder | $9,397 | $9,690-3.0% | $7,900+19.0% | $13,398-29.9% |