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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 | $78,631 | $96,419-18.4% | $80,648-2.5% | $139,487-43.6% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 14.03% | 1352.86%-1338.8pp | 937.21%-923.2pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $408 | $5,225-92.2% | $4,443-90.8% | $6,713-93.9% |
| Admin fee / account holder | $927 | $6,605-86.0% | $5,382-82.8% | $11,407-91.9% |