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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 | $96,915 | $99,921-3.0% | $85,009+14.0% | $145,959-33.6% |
| Participation rate | 17.4% | 74.1%-56.7pp | 67.5%-50.1pp | 80.3%-62.9pp |
| Annual return | 15.07% | 83.89%-68.8pp | 66.47%-51.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $890 | $5,293-83.2% | $4,522-80.3% | $6,689-86.7% |
| Admin fee / account holder | $678 | $7,252-90.7% | $6,153-89.0% | $13,398-94.9% |