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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 | $47,385 | $96,388-50.8% | $80,627-41.2% | $139,466-66.0% |
| Participation rate | 30.0% | 73.6%-43.6pp | 67.0%-37.0pp | 80.3%-50.3pp |
| Annual return | 15.52% | 1352.08%-1336.6pp | 936.76%-921.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $201 | $5,224-96.2% | $4,443-95.5% | $6,712-97.0% |
| Admin fee / account holder | $5,195 | $6,603-21.3% | $5,381-3.5% | $11,409-54.5% |