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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 | $46,247 | $105,284-56.1% | $150,734-69.3% | $94,015-50.8% |
| Participation rate | 16.7% | 71.7%-55.1pp | 78.4%-61.8pp | 70.8%-54.2pp |
| Annual return | 191.46% | 15.67%+175.8pp | 600.81%-409.3pp | 17.84%+173.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $904 | $4,274-78.8% | $5,610-83.9% | $4,249-78.7% |
| Admin fee / account holder | $1,979 | $9,839-79.9% | $14,905-86.7% | $8,951-77.9% |