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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 | $61,900 | $111,785-44.6% | $93,669-33.9% | $145,877-57.6% |
| Participation rate | 17.4% | 74.2%-56.8pp | 68.7%-51.3pp | 80.3%-62.9pp |
| Annual return | 9.48% | 203.79%-194.3pp | 133.59%-124.1pp | 551.28%-541.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $402 | $4,919-91.8% | $4,416-90.9% | $6,691-94.0% |
| Admin fee / account holder | $2,145 | $10,256-79.1% | $8,291-74.1% | $13,402-84.0% |