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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 | $27,138 | $102,382-73.5% | $147,005-81.5% | $80,874-66.4% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 13.90% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,299 | $6,646-65.4% | $8,070-71.5% | $4,297-46.5% |
| Admin fee / account holder | $1,956 | $7,942-75.4% | $13,006-85.0% | $6,935-71.8% |