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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 | $115,780-11.9% | $101,255+0.8% | $158,931-35.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 15.78% | 56.14%-40.4pp | 46.48%-30.7pp | 302.86%-287.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,002 | $4,958-79.8% | $4,370-77.1% | $5,982-83.3% |
| Admin fee / account holder | $1,444 | $7,246-80.1% | $5,946-75.7% | $11,247-87.2% |