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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 | $124,578 | $156,616-20.5% | $133,346-6.6% | $198,609-37.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 4.29% | 44.25%-40.0pp | 36.85%-32.6pp | 202.70%-198.4pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,270 | $4,920-74.2% | $4,332-70.7% | $6,977-81.8% |
| Admin fee / account holder | $912 | $17,468-94.8% | $14,264-93.6% | $19,030-95.2% |