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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 | $81,367 | $124,330-34.6% | $109,173-25.5% | $167,536-51.4% |
| Participation rate | 43.8% | 79.5%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 55.17% | 26.04%+29.1pp | 25.75%+29.4pp | 478.82%-423.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $786 | $5,256-85.1% | $4,654-83.1% | $6,342-87.6% |
| Admin fee / account holder | $5,692 | $7,974-28.6% | $6,755-15.7% | $12,315-53.8% |