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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 | $83,327 | $110,240-24.4% | $96,544-13.7% | $139,487-40.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 12.81% | 26.41%-13.6pp | 25.88%-13.1pp | 373.84%-361.0pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $273 | $5,549-95.1% | $4,851-94.4% | $6,713-95.9% |
| Admin fee / account holder | $4,415 | $11,602-61.9% | $8,254-46.5% | $11,407-61.3% |