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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 | $108,207 | $112,933-4.2% | $90,970+18.9% | $158,982-31.9% |
| Participation rate | 38.5% | 74.7%-36.3pp | 69.0%-30.6pp | 82.0%-43.5pp |
| Annual return | 9.24% | 215.82%-206.6pp | 134.60%-125.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $924 | $4,128-77.6% | $3,373-72.6% | $5,983-84.6% |
| Admin fee / account holder | $8,091 | $8,047+0.6% | $5,961+35.7% | $11,252-28.1% |