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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 | $117,895-14.3% | $102,460-1.4% | $145,897-30.8% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 11.79% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $656 | $5,736-88.6% | $5,056-87.0% | $6,689-90.2% |
| Admin fee / account holder | $8,891 | $13,353-33.4% | $9,460-6.0% | $13,390-33.6% |