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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 | $81,563 | $105,284-22.5% | $150,734-45.9% | $94,015-13.2% |
| Participation rate | 37.0% | 71.7%-34.7pp | 78.4%-41.4pp | 70.8%-33.8pp |
| Annual return | 15.43% | 15.67%-0.2pp | 600.81%-585.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $653 | $4,274-84.7% | $5,610-88.4% | $4,249-84.6% |
| Admin fee / account holder | $1,309 | $9,839-86.7% | $14,905-91.2% | $8,951-85.4% |