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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 | $80,135 | $106,923-25.1% | $84,023-4.6% | $152,909-47.6% |
| Participation rate | 15.8% | 75.3%-59.5pp | 69.0%-53.2pp | 82.5%-66.7pp |
| Annual return | 24.46% | 105.02%-80.6pp | 71.32%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $373 | $4,013-90.7% | $3,239-88.5% | $5,851-93.6% |
| Admin fee / account holder | $612 | $8,289-92.6% | $6,102-90.0% | $11,601-94.7% |