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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 | $65,895 | $177,353-62.8% | $158,226-58.4% | $198,609-66.8% |
| Participation rate | 30.0% | 77.0%-47.0pp | 74.8%-44.8pp | 82.4%-52.4pp |
| Annual return | 16.32% | 599.50%-583.2pp | 501.41%-485.1pp | 202.70%-186.4pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $993 | $4,615-78.5% | $4,317-77.0% | $6,977-85.8% |
| Admin fee / account holder | $8,723 | $10,960-20.4% | $10,217-14.6% | $19,030-54.2% |