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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 | $93,345-50.5% | $119,126-61.2% | $87,485-47.1% |
| Participation rate | 16.7% | 68.7%-52.1pp | 75.8%-59.1pp | 68.9%-52.3pp |
| Annual return | 191.46% | 19.08%+172.4pp | 282.11%-90.6pp | 26.06%+165.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $904 | $4,099-77.9% | $5,318-83.0% | $4,274-78.8% |
| Admin fee / account holder | $1,979 | $8,039-75.4% | $10,693-81.5% | $7,775-74.5% |