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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 | $35,858 | $105,856-66.1% | $90,161-60.2% | $147,586-75.7% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.2pp | 82.8%-19.2pp |
| Annual return | 11.92% | 37.63%-25.7pp | 34.89%-23.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,198 | $5,733-79.1% | $5,287-77.3% | $5,439-78.0% |
| Admin fee / account holder | $1,741 | $8,046-78.4% | $5,943-70.7% | $10,886-84.0% |