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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 | $37,528 | $100,060-62.5% | $149,721-74.9% | $70,126-46.5% |
| Participation rate | 56.9% | 83.6%-26.7pp | 87.1%-30.1pp | 69.5%-12.6pp |
| Annual return | 45.92% | 27.46%+18.5pp | 1501.67%-1455.8pp | 73.15%-27.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,217 | $4,982-75.6% | $6,568-81.5% | $3,332-63.5% |
| Admin fee / account holder | $1,614 | $8,285-80.5% | $11,282-85.7% | $4,645-65.3% |