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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 | $96,703 | $150,412-35.7% | $120,574-19.8% | $145,884-33.7% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 14.20% | 154.50%-140.3pp | 107.42%-93.2pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,381 | $6,175-77.6% | $4,996-72.4% | $6,690-79.4% |
| Admin fee / account holder | $5,092 | $12,224-58.3% | $9,445-46.1% | $13,392-62.0% |