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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 | $44,845 | $96,678-53.6% | $86,640-48.2% | $139,466-67.8% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 12.02% | 106.69%-94.7pp | 592.52%-580.5pp | 373.66%-361.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $195 | $4,837-96.0% | $4,438-95.6% | $6,712-97.1% |
| Admin fee / account holder | $1,793 | $6,410-72.0% | $5,616-68.1% | $11,409-84.3% |