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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 | $41,538 | $102,696-59.6% | $86,235-51.8% | $139,487-70.2% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.0%-52.3pp | 80.3%-63.7pp |
| Annual return | 17.59% | 1925.91%-1908.3pp | 1170.03%-1152.4pp | 373.84%-356.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $51 | $4,679-98.9% | $3,987-98.7% | $6,713-99.2% |
| Admin fee / account holder | $7,634 | $8,667-11.9% | $6,856+11.3% | $11,407-33.1% |