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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 | $64,577 | $111,878-42.3% | $93,727-31.1% | $145,897-55.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 13.89% | 204.28%-190.4pp | 133.83%-119.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $375 | $4,920-92.4% | $4,417-91.5% | $6,689-94.4% |
| Admin fee / account holder | $57,508 | $10,256+460.7% | $8,292+593.6% | $13,390+329.5% |