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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 | $105,672 | $154,193-31.5% | $130,045-18.7% | $139,466-24.2% |
| Participation rate | 47.6% | 82.0%-34.3pp | 78.5%-30.9pp | 80.3%-32.7pp |
| Annual return | 12.03% | 32.51%-20.5pp | -137.30%+149.3pp | 373.66%-361.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,679 | $6,709-75.0% | $5,820-71.1% | $6,712-75.0% |
| Admin fee / account holder | $5,163 | $13,989-63.1% | $10,600-51.3% | $11,409-54.7% |