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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 | $32,342 | $154,193-79.0% | $130,045-75.1% | $139,466-76.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 13.55% | 32.51%-19.0pp | -137.30%+150.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,160 | $6,709-82.7% | $5,820-80.1% | $6,712-82.7% |
| Admin fee / account holder | $2,108 | $13,989-84.9% | $10,600-80.1% | $11,409-81.5% |