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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 | $96,121 | $165,381-41.9% | $149,730-35.8% | $158,966-39.5% |
| Participation rate | 26.7% | 84.6%-57.9pp | 82.5%-55.8pp | 82.0%-55.3pp |
| Annual return | 10.91% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $812 | $7,182-88.7% | $6,843-88.1% | $5,983-86.4% |
| Admin fee / account holder | $9,523 | $10,809-11.9% | $9,310+2.3% | $11,250-15.4% |