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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 | $101,848 | $115,810-12.1% | $101,271+0.6% | $158,966-35.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 12.72% | 56.15%-43.4pp | 46.48%-33.8pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,078 | $4,958-78.3% | $4,371-75.3% | $5,983-82.0% |
| Admin fee / account holder | $888 | $7,248-87.7% | $5,948-85.1% | $11,250-92.1% |