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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 | $56,246 | $94,749-40.6% | $112,899-50.2% | $139,466-59.7% |
| Participation rate | 35.7% | 81.3%-45.6pp | 80.5%-44.8pp | 80.3%-44.6pp |
| Annual return | 16.66% | 40.92%-24.3pp | 34.11%-17.5pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $709 | $6,517-89.1% | $6,516-89.1% | $6,712-89.4% |
| Admin fee / account holder | $1,354 | $8,530-84.1% | $7,047-80.8% | $11,409-88.1% |