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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 | $103,644 | $70,121+47.8% | $63,803+62.4% | $138,895-25.4% |
| Participation rate | 37.5% | 77.2%-39.7pp | 72.7%-35.2pp | 79.9%-42.4pp |
| Annual return | 13.17% | 946.48%-933.3pp | 543.72%-530.6pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $660 | $4,535-85.4% | $3,843-82.8% | $6,396-89.7% |
| Admin fee / account holder | $955 | $6,738-85.8% | $5,196-81.6% | $12,562-92.4% |