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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 | $52,579 | $96,678-45.6% | $86,640-39.3% | $139,466-62.3% |
| Participation rate | 11.8% | 74.4%-62.7pp | 71.7%-59.9pp | 80.3%-68.6pp |
| Annual return | 16.91% | 106.69%-89.8pp | 592.52%-575.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $138 | $4,837-97.1% | $4,438-96.9% | $6,712-97.9% |
| Admin fee / account holder | $24,043 | $6,410+275.1% | $5,616+328.1% | $11,409+110.7% |