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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 | $84,282 | $211,288-60.1% | $178,540-52.8% | $145,884-42.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 8.85% | 30.27%-21.4pp | 27.15%-18.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $513 | $6,967-92.6% | $6,281-91.8% | $6,690-92.3% |
| Admin fee / account holder | $5,263 | $12,105-56.5% | $10,424-49.5% | $13,392-60.7% |