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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 | $100,343 | $111,787-10.2% | $93,681+7.1% | $145,978-31.3% |
| Participation rate | 23.8% | 74.2%-50.4pp | 68.7%-44.9pp | 80.3%-56.5pp |
| Annual return | 9.37% | 203.52%-194.1pp | 133.47%-124.1pp | 550.52%-541.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $406 | $4,918-91.7% | $4,415-90.8% | $6,690-93.9% |
| Admin fee / account holder | $13,410 | $10,256+30.8% | $8,290+61.8% | $13,400+0.1% |