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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 | $98,099 | $150,346-34.8% | $120,524-18.6% | $145,877-32.8% |
| Participation rate | 12.5% | 78.8%-66.3pp | 71.9%-59.4pp | 80.3%-67.8pp |
| Annual return | 12.75% | 154.40%-141.6pp | 107.36%-94.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,336 | $6,172-78.4% | $4,994-73.2% | $6,691-80.0% |
| Admin fee / account holder | $913 | $12,215-92.5% | $9,440-90.3% | $13,402-93.2% |