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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 | $45,803 | $106,008-56.8% | $92,240-50.3% | $147,586-69.0% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 12.47% | 50.05%-37.6pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,051 | $4,478-76.5% | $3,897-73.0% | $5,439-80.7% |
| Admin fee / account holder | $711 | $6,333-88.8% | $5,194-86.3% | $10,886-93.5% |