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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 | $111,830-12.1% | $93,696+4.9% | $145,884-32.6% |
| Participation rate | 9.5% | 74.2%-64.7pp | 68.7%-59.2pp | 80.3%-70.8pp |
| Annual return | 8.41% | 204.08%-195.7pp | 133.74%-125.3pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $253 | $4,920-94.9% | $4,417-94.3% | $6,690-96.2% |
| Admin fee / account holder | $471 | $10,249-95.4% | $8,287-94.3% | $13,392-96.5% |