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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 | $88,259 | $107,368-17.8% | $92,915-5.0% | $152,909-42.3% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.5%-46.7pp |
| Annual return | 24.49% | 145.64%-121.2pp | 109.45%-85.0pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $996 | $4,848-79.5% | $4,238-76.5% | $5,851-83.0% |
| Admin fee / account holder | $814 | $7,082-88.5% | $5,796-86.0% | $11,601-93.0% |