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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 | $85,239 | $103,392-17.6% | $87,104-2.1% | $152,897-44.3% |
| Participation rate | 52.9% | 79.4%-26.4pp | 76.9%-23.9pp | 82.5%-29.5pp |
| Annual return | 12.22% | 28.10%-15.9pp | 28.19%-16.0pp | 345.43%-333.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,073 | $4,778-77.5% | $4,048-73.5% | $5,851-81.7% |
| Admin fee / account holder | $46,452 | $12,194+280.9% | $7,491+520.1% | $11,599+300.5% |