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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 | $69,340 | $117,829-41.2% | $102,423-32.3% | $145,877-52.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 9.85% | 31.83%-22.0pp | 29.42%-19.6pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $271 | $5,732-95.3% | $5,054-94.6% | $6,691-95.9% |
| Admin fee / account holder | $3,069 | $13,335-77.0% | $9,455-67.5% | $13,402-77.1% |