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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 | $97,848 | $144,130-32.1% | $117,861-17.0% | $147,586-33.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.29% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,398 | $5,316-73.7% | $4,482-68.8% | $5,439-74.3% |
| Admin fee / account holder | $822 | $10,887-92.4% | $8,021-89.7% | $10,886-92.4% |