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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 | $88,287 | $127,273-30.6% | $109,895-19.7% | $167,518-47.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 16.66% | 22.97%-6.3pp | 29.46%-12.8pp | 478.71%-462.1pp |
| Employer contribution / active EE | $348 | $3,324-89.5% | $2,843-87.8% | $4,838-92.8% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,038 | $7,117-71.4% | $6,067-66.4% | $12,312-83.4% |