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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 | $93,620 | $118,708-21.1% | $98,920-5.4% | $158,966-41.1% |
| Participation rate | 47.4% | 77.8%-30.5pp | 76.0%-28.7pp | 82.0%-34.6pp |
| Annual return | 12.74% | 372.49%-359.7pp | 196.47%-183.7pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $905 | $5,089-82.2% | $4,245-78.7% | $5,983-84.9% |
| Admin fee / account holder | $1,594 | $10,134-84.3% | $6,643-76.0% | $11,250-85.8% |