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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 | $86,545 | $152,612-43.3% | $125,192-30.9% | $152,897-43.4% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.5%-36.3pp |
| Annual return | 12.43% | 54.85%-42.4pp | 43.79%-31.4pp | 345.43%-333.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,336 | $5,868-77.2% | $4,937-72.9% | $5,851-77.2% |
| Admin fee / account holder | $8,274 | $13,437-38.4% | $9,704-14.7% | $11,599-28.7% |