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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 | $86,916 | $132,634-34.5% | $115,768-24.9% | $137,256-36.7% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 10.90% | 160.70%-149.8pp | 100.46%-89.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $586 | $5,619-89.6% | $4,917-88.1% | $6,407-90.9% |
| Admin fee / account holder | $4,601 | $15,028-69.4% | $12,439-63.0% | $12,270-62.5% |