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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 | $59,264 | $154,209-61.6% | $130,062-54.4% | $139,487-57.5% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 18.30% | 32.52%-14.2pp | -137.37%+155.7pp | 373.84%-355.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,081 | $6,709-83.9% | $5,821-81.4% | $6,713-83.9% |
| Admin fee / account holder | $1,117 | $13,988-92.0% | $10,601-89.5% | $11,407-90.2% |