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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 | $71,400 | $124,346-42.6% | $111,308-35.9% | $167,536-57.4% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 20.67% | 37.45%-16.8pp | 54.67%-34.0pp | 478.82%-458.1pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,671 | $5,182-67.7% | $4,487-62.8% | $6,342-73.6% |
| Admin fee / account holder | $10,809 | $10,621+1.8% | $7,965+35.7% | $12,315-12.2% |