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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 | $104,918 | $112,121-6.4% | $95,960+9.3% | $158,966-34.0% |
| Participation rate | 47.1% | 79.0%-31.9pp | 77.1%-30.0pp | 82.0%-34.9pp |
| Annual return | 8.86% | 171.16%-162.3pp | 91.63%-82.8pp | 302.95%-294.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $912 | $4,784-80.9% | $4,167-78.1% | $5,983-84.8% |
| Admin fee / account holder | $10,243 | $10,135+1.1% | $6,797+50.7% | $11,250-9.0% |