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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 | $45,287 | $56,134-19.3% | $96,171-52.9% | $85,847-47.2% |
| Participation rate | 2.2% | 56.7%-54.5pp | 68.4%-66.2pp | 69.3%-67.1pp |
| Annual return | 13.65% | 42.30%-28.7pp | 192.04%-178.4pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $58 | $2,858-98.0% | $4,350-98.7% | $3,952-98.5% |
| Admin fee / account holder | $393 | $3,769-89.6% | $5,538-92.9% | $6,261-93.7% |