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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 | $36,723 | $63,346-42.0% | $92,240-60.2% | $70,126-47.6% |
| Participation rate | 38.0% | 68.7%-30.7pp | 76.5%-38.5pp | 69.5%-31.5pp |
| Annual return | 14.27% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $954 | $2,854-66.6% | $3,897-75.5% | $3,332-71.4% |
| Admin fee / account holder | $1,352 | $3,841-64.8% | $5,194-74.0% | $4,645-70.9% |