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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 | $108,804 | $124,330-12.5% | $109,173-0.3% | $167,536-35.1% |
| Participation rate | 31.8% | 79.5%-47.6pp | 75.9%-44.1pp | 82.1%-50.3pp |
| Annual return | 19.89% | 26.04%-6.1pp | 25.75%-5.9pp | 478.82%-458.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,077 | $5,256-79.5% | $4,654-76.9% | $6,342-83.0% |
| Admin fee / account holder | $6,193 | $7,974-22.3% | $6,755-8.3% | $12,315-49.7% |