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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 | $51,491 | $79,181-35.0% | $102,423-49.7% | $74,429-30.8% |
| Participation rate | 17.4% | 74.8%-57.4pp | 76.5%-59.1pp | 67.2%-49.8pp |
| Annual return | 80.45% | 54.97%+25.5pp | 29.42%+51.0pp | 1368.38%-1287.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $400 | $4,416-90.9% | $5,054-92.1% | $4,348-90.8% |
| Admin fee / account holder | $9,472 | $2,002+373.2% | $9,455+0.2% | $1,944+387.2% |