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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 | $125,237-33.0% | $105,608-20.5% | $145,877-42.4% |
| Participation rate | 10.0% | 77.7%-67.7pp | 75.3%-65.3pp | 80.3%-70.3pp |
| Annual return | 10.22% | 225.76%-215.5pp | 116.50%-106.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $484 | $5,711-91.5% | $5,010-90.3% | $6,691-92.8% |
| Admin fee / account holder | $5,871 | $17,287-66.0% | $11,028-46.8% | $13,402-56.2% |