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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 | $113,342 | $107,353+5.6% | $92,903+22.0% | $152,885-25.9% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.5%-46.1pp |
| Annual return | 28.74% | 145.62%-116.9pp | 109.43%-80.7pp | 345.39%-316.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $839 | $4,848-82.7% | $4,238-80.2% | $5,851-85.7% |
| Admin fee / account holder | $1,906 | $7,081-73.1% | $5,795-67.1% | $11,598-83.6% |