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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 | $55,818 | $102,393-45.5% | $147,041-62.0% | $80,911-31.0% |
| Participation rate | 32.8% | 75.9%-43.1pp | 82.2%-49.4pp | 67.6%-34.9pp |
| Annual return | 12.00% | 134.95%-123.0pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,433 | $6,647-63.4% | $8,071-69.9% | $4,297-43.4% |
| Admin fee / account holder | $385 | $7,943-95.2% | $13,006-97.0% | $6,935-94.4% |