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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 | $75,478 | $133,981-43.7% | $112,249-32.8% | $134,532-43.9% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | 4.11% | 47.16%-43.1pp | 27.48%-23.4pp | 418.27%-414.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,171 | $5,292-77.9% | $4,729-75.2% | $6,401-81.7% |
| Admin fee / account holder | $13,205 | $7,492+76.3% | $6,412+105.9% | $11,429+15.5% |