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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 | $41,898 | $49,199-14.8% | $121,204-65.4% | $75,173-44.3% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 15.66% | 56.04%-40.4pp | 987.18%-971.5pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $688 | $2,630-73.8% | $4,083-83.1% | $4,126-83.3% |
| Admin fee / account holder | $4,315 | $3,946+9.4% | $5,651-23.6% | $5,651-23.6% |