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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 | $97,848 | $155,833-37.2% | $124,693-21.5% | $167,536-41.6% |
| Participation rate | 37.5% | 81.1%-43.6pp | 74.6%-37.1pp | 82.1%-44.6pp |
| Annual return | 9.76% | 17.98%-8.2pp | 5144.19%-5134.4pp | 478.82%-469.1pp |
| Employer contribution / active EE | $1,465 | $4,164-64.8% | $3,324-55.9% | $4,839-69.7% |
| Participant deferral / active EE | $1,465 | $5,675-74.2% | $4,615-68.3% | $6,342-76.9% |
| Admin fee / account holder | $7,423 | $9,534-22.1% | $7,494-1.0% | $12,315-39.7% |