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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 | $61,557 | $56,431+9.1% | $130,788-52.9% | $87,485-29.6% |
| Participation rate | 37.5% | 58.9%-21.4pp | 70.1%-32.6pp | 68.9%-31.4pp |
| Annual return | 12.67% | 91.27%-78.6pp | 386.44%-373.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $701 | $2,749-74.5% | $4,137-83.1% | $4,274-83.6% |
| Admin fee / account holder | $4,656 | $4,433+5.0% | $6,673-30.2% | $7,775-40.1% |