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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 | $40,934 | $102,429-60.0% | $147,096-72.2% | $80,925-49.4% |
| Participation rate | 8.0% | 75.9%-67.9pp | 82.2%-74.2pp | 67.7%-59.7pp |
| Annual return | 68.89% | 135.02%-66.1pp | 419.75%-350.9pp | 35.65%+33.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,541 | $6,649-76.8% | $8,071-80.9% | $4,299-64.2% |
| Admin fee / account holder | $11,602 | $7,957+45.8% | $13,005-10.8% | $6,940+67.2% |