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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 | $68,777 | $110,212-37.6% | $96,534-28.8% | $139,466-50.7% |
| Participation rate | 31.6% | 78.1%-46.5pp | 76.0%-44.4pp | 80.3%-48.8pp |
| Annual return | 16.94% | 26.42%-9.5pp | 25.88%-8.9pp | 373.66%-356.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $255 | $5,547-95.4% | $4,851-94.7% | $6,712-96.2% |
| Admin fee / account holder | $3,324 | $11,599-71.3% | $8,253-59.7% | $11,409-70.9% |