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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 | $83,958 | $125,193-32.9% | $105,591-20.5% | $145,978-42.5% |
| Participation rate | 10.0% | 77.6%-67.6pp | 75.3%-65.3pp | 80.3%-70.3pp |
| Annual return | 10.22% | 225.53%-215.3pp | 116.43%-106.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $484 | $5,708-91.5% | $5,008-90.3% | $6,690-92.8% |
| Admin fee / account holder | $5,871 | $17,277-66.0% | $11,024-46.7% | $13,400-56.2% |