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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 | $102,385-41.3% | $147,080-59.1% | $80,935-25.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 82.2%-62.2pp | 67.7%-47.7pp |
| Annual return | 18.42% | 135.09%-116.7pp | 420.17%-401.7pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,147 | $6,651-67.7% | $8,066-73.4% | $4,299-50.1% |
| Admin fee / account holder | $1,248 | $7,951-84.3% | $12,989-90.4% | $6,924-82.0% |