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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 | $64,745 | $167,533-61.4% | $151,645-57.3% | $134,545-51.9% |
| Participation rate | 23.1% | 88.4%-65.3pp | 87.5%-64.4pp | 81.2%-58.2pp |
| Annual return | -17.02% | 7.81%-24.8pp | 3.34%-20.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,935 | $8,985-78.5% | $8,363-76.9% | $6,401-69.8% |
| Admin fee / account holder | $777 | $13,781-94.4% | $11,614-93.3% | $11,431-93.2% |