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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 | $47,007 | $65,555-28.3% | $86,216-45.5% | $75,173-37.5% |
| Participation rate | 16.7% | 60.5%-43.8pp | 69.0%-52.3pp | 67.2%-50.5pp |
| Annual return | 13.50% | 46.07%-32.6pp | 1169.42%-1155.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $919 | $3,023-69.6% | $3,986-77.0% | $4,126-77.7% |
| Admin fee / account holder | $6,670 | $5,469+22.0% | $6,853-2.7% | $5,651+18.0% |