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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 | $56,009 | $111,830-49.9% | $93,696-40.2% | $145,884-61.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 17.61% | 204.08%-186.5pp | 133.74%-116.1pp | 551.85%-534.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $424 | $4,920-91.4% | $4,417-90.4% | $6,690-93.7% |
| Admin fee / account holder | $17,120 | $10,249+67.0% | $8,287+106.6% | $13,392+27.8% |