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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 | $77,403 | $105,158-26.4% | $94,672-18.2% | $139,487-44.5% |
| Participation rate | 29.4% | 82.4%-53.0pp | 80.8%-51.4pp | 80.3%-50.9pp |
| Annual return | 12.69% | 38.11%-25.4pp | 156.89%-144.2pp | 373.84%-361.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $333 | $7,599-95.6% | $7,417-95.5% | $6,713-95.0% |
| Admin fee / account holder | $3,983 | $8,972-55.6% | $7,222-44.8% | $11,407-65.1% |