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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 | $85,625 | $108,897-21.4% | $100,378-14.7% | $145,877-41.3% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 16.65% | 58.17%-41.5pp | 49.41%-32.8pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,850 | $8,455-78.1% | $8,087-77.1% | $6,691-72.4% |
| Admin fee / account holder | $2,429 | $9,690-74.9% | $7,899-69.2% | $13,402-81.9% |