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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 | $120,603 | $102,382+17.8% | $147,005-18.0% | $80,874+49.1% |
| Participation rate | 56.2% | 75.8%-19.7pp | 82.2%-26.0pp | 67.6%-11.5pp |
| Annual return | 17.82% | 134.89%-117.1pp | 418.76%-400.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,448 | $6,646-63.2% | $8,070-69.7% | $4,297-43.0% |
| Admin fee / account holder | $2,810 | $7,942-64.6% | $13,006-78.4% | $6,935-59.5% |