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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 | $52,161 | $63,768-18.2% | $98,477-47.0% | $79,393-34.3% |
| Participation rate | 16.5% | 69.9%-53.3pp | 73.3%-56.8pp | 70.7%-54.2pp |
| Annual return | 12.50% | 626.18%-613.7pp | 1493.59%-1481.1pp | 116.87%-104.4pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $639 | $3,305-80.7% | $4,276-85.1% | $4,046-84.2% |
| Admin fee / account holder | $1,376 | $516+166.8% | $5,951-76.9% | $627+119.6% |