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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 | $98,311 | $111,814-12.1% | $93,654+5.0% | $145,959-32.6% |
| Participation rate | 9.5% | 74.2%-64.7pp | 68.7%-59.2pp | 80.3%-70.8pp |
| Annual return | 8.41% | 203.30%-194.9pp | 133.34%-124.9pp | 561.95%-553.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $253 | $4,914-94.8% | $4,413-94.3% | $6,689-96.2% |
| Admin fee / account holder | $471 | $10,246-95.4% | $8,282-94.3% | $13,398-96.5% |