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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 | $101,034 | $117,859-14.3% | $102,438-1.4% | $145,959-30.8% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 11.79% | 31.72%-19.9pp | 29.37%-17.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $656 | $5,732-88.5% | $5,054-87.0% | $6,689-90.2% |
| Admin fee / account holder | $8,891 | $13,318-33.2% | $9,448-5.9% | $13,398-33.6% |