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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 | $96,073 | $118,877-19.2% | $96,570-0.5% | $167,536-42.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 12.46% | 50.50%-38.0pp | 37.79%-25.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $920 | $4,617-80.1% | $3,849-76.1% | $6,342-85.5% |
| Admin fee / account holder | $5,161 | $8,069-36.0% | $6,182-16.5% | $12,315-58.1% |