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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 | $102,015 | $115,814-11.9% | $101,275+0.7% | $158,982-35.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 15.78% | 56.16%-40.4pp | 46.48%-30.7pp | 302.99%-287.2pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,002 | $4,958-79.8% | $4,371-77.1% | $5,983-83.3% |
| Admin fee / account holder | $1,444 | $7,249-80.1% | $5,948-75.7% | $11,252-87.2% |