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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 | $150,207-34.7% | $120,380-18.5% | $145,978-32.8% |
| Participation rate | 12.5% | 78.8%-66.3pp | 71.9%-59.4pp | 80.3%-67.8pp |
| Annual return | 12.75% | 154.28%-141.5pp | 107.28%-94.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,336 | $6,175-78.4% | $4,992-73.2% | $6,690-80.0% |
| Admin fee / account holder | $913 | $12,203-92.5% | $9,421-90.3% | $13,400-93.2% |