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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 | $75,740 | $154,159-50.9% | $130,026-41.8% | $139,456-45.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 11.58% | 32.50%-20.9pp | -137.26%+148.8pp | 373.45%-361.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,682 | $6,710-74.9% | $5,821-71.1% | $6,711-74.9% |
| Admin fee / account holder | $1,109 | $14,001-92.1% | $10,608-89.5% | $11,407-90.3% |