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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 | $102,385-26.8% | $147,080-49.1% | $80,935-7.5% |
| Participation rate | 22.5% | 75.9%-53.4pp | 82.2%-59.7pp | 67.7%-45.2pp |
| Annual return | 19.04% | 135.09%-116.1pp | 420.17%-401.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,906 | $6,651-71.3% | $8,066-76.4% | $4,299-55.7% |
| Admin fee / account holder | $6,567 | $7,951-17.4% | $12,989-49.4% | $6,924-5.2% |