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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 | $126,519-30.9% | $106,201-17.7% | $145,959-40.1% |
| Participation rate | 27.3% | 77.7%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 13.02% | 225.10%-212.1pp | 116.26%-103.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $584 | $5,716-89.8% | $5,012-88.4% | $6,689-91.3% |
| Admin fee / account holder | $1,768 | $17,312-89.8% | $11,039-84.0% | $13,398-86.8% |