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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 | $100,139-3.2% | $85,187+13.8% | $145,884-33.6% |
| Participation rate | 17.4% | 74.1%-56.7pp | 67.5%-50.1pp | 80.3%-62.9pp |
| Annual return | 15.07% | 84.15%-69.1pp | 66.67%-51.6pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $890 | $5,296-83.2% | $4,525-80.3% | $6,690-86.7% |
| Admin fee / account holder | $678 | $7,262-90.7% | $6,162-89.0% | $13,392-94.9% |