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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 | $60,112 | $102,393-41.3% | $147,041-59.1% | $80,911-25.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 82.2%-62.2pp | 67.6%-47.6pp |
| Annual return | 18.42% | 134.95%-116.5pp | 419.21%-400.8pp | 35.63%-17.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,147 | $6,647-67.7% | $8,071-73.4% | $4,297-50.0% |
| Admin fee / account holder | $1,248 | $7,943-84.3% | $13,006-90.4% | $6,935-82.0% |