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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 | $96,687 | $227,597-57.5% | $189,575-49.0% | $167,536-42.3% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.4%-51.8pp | 82.1%-55.4pp |
| Annual return | 12.04% | 78.44%-66.4pp | 64.19%-52.2pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $501 | $7,002-92.8% | $6,174-91.9% | $6,342-92.1% |
| Admin fee / account holder | $4,200 | $11,877-64.6% | $9,806-57.2% | $12,315-65.9% |