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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 | $77,403 | $107,941-28.3% | $91,994-15.9% | $152,909-49.4% |
| Participation rate | 52.9% | 81.2%-28.3pp | 78.6%-25.7pp | 82.5%-29.5pp |
| Annual return | 21.43% | 89.28%-67.8pp | 69.04%-47.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,637 | $6,366-74.3% | $5,924-72.4% | $5,851-72.0% |
| Admin fee / account holder | $5,875 | $10,521-44.2% | $7,744-24.1% | $11,601-49.4% |