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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 | $53,796 | $166,131-67.6% | $164,975-67.4% | $145,877-63.1% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 17.54% | 100.37%-82.8pp | 70.12%-52.6pp | 551.28%-533.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $259 | $6,962-96.3% | $6,033-95.7% | $6,691-96.1% |
| Admin fee / account holder | $3,137 | $16,648-81.2% | $12,688-75.3% | $13,402-76.6% |