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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 | $56,245 | $184,000-69.4% | $162,185-65.3% | $152,909-63.2% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.6%-50.1pp | 82.5%-45.0pp |
| Annual return | 20.02% | 150.80%-130.8pp | 115.61%-95.6pp | 345.46%-325.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,261 | $8,033-84.3% | $7,297-82.7% | $5,851-78.5% |
| Admin fee / account holder | $3,614 | $13,124-72.5% | $10,844-66.7% | $11,601-68.8% |