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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 | $94,340 | $111,535-15.4% | $105,223-10.3% | $137,256-31.3% |
| Participation rate | 23.5% | 78.1%-54.6pp | 75.0%-51.5pp | 80.0%-56.4pp |
| Annual return | 16.67% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $699 | $5,500-87.3% | $5,072-86.2% | $6,407-89.1% |
| Admin fee / account holder | $30,843 | $9,721+217.3% | $8,859+248.2% | $12,270+151.4% |