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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 | $87,381 | $125,184-30.2% | $105,607-17.3% | $145,884-40.1% |
| Participation rate | 27.3% | 77.6%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 13.02% | 225.00%-212.0pp | 116.11%-103.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $584 | $5,714-89.8% | $5,011-88.4% | $6,690-91.3% |
| Admin fee / account holder | $1,768 | $17,133-89.7% | $10,958-83.9% | $13,392-86.8% |