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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 | $101,257 | $124,330-18.6% | $109,173-7.3% | $167,536-39.6% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 14.42% | 26.04%-11.6pp | 25.75%-11.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $668 | $5,256-87.3% | $4,654-85.6% | $6,342-89.5% |
| Admin fee / account holder | $622 | $7,974-92.2% | $6,755-90.8% | $12,315-95.0% |