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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 | $74,904 | $102,382-26.8% | $147,005-49.0% | $80,874-7.4% |
| Participation rate | 22.5% | 75.8%-53.3pp | 82.2%-59.7pp | 67.6%-45.1pp |
| Annual return | 19.04% | 134.89%-115.9pp | 418.76%-399.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,906 | $6,646-71.3% | $8,070-76.4% | $4,297-55.6% |
| Admin fee / account holder | $6,567 | $7,942-17.3% | $13,006-49.5% | $6,935-5.3% |