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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 | $93,391 | $107,368-13.0% | $92,915+0.5% | $152,909-38.9% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 20.16% | 145.64%-125.5pp | 109.45%-89.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $627 | $4,848-87.1% | $4,238-85.2% | $5,851-89.3% |
| Admin fee / account holder | $832 | $7,082-88.2% | $5,796-85.6% | $11,601-92.8% |