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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 | $74,826 | $60,119+24.5% | $90,430-17.3% | $79,858-6.3% |
| Participation rate | 12.1% | 65.0%-52.9pp | 72.7%-60.6pp | 69.6%-57.5pp |
| Annual return | 22.54% | 71.94%-49.4pp | 1293.73%-1271.2pp | 31.72%-9.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $347 | $2,938-88.2% | $3,963-91.2% | $3,740-90.7% |
| Admin fee / account holder | $665 | $3,976-83.3% | $5,613-88.2% | $5,306-87.5% |