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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 | $67,328 | $102,422-34.3% | $147,117-54.2% | $80,959-16.8% |
| Participation rate | 37.3% | 75.9%-38.6pp | 82.2%-44.9pp | 67.7%-30.4pp |
| Annual return | 12.43% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,474 | $6,652-77.8% | $8,065-81.7% | $4,300-65.7% |
| Admin fee / account holder | $2,502 | $7,953-68.5% | $12,993-80.7% | $6,925-63.9% |