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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 | $52,524 | $59,448-11.6% | $93,696-43.9% | $74,459-29.5% |
| Participation rate | 9.1% | 59.6%-50.5pp | 68.7%-59.6pp | 67.2%-58.1pp |
| Annual return | 11.62% | 82.11%-70.5pp | 133.74%-122.1pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $726 | $3,052-76.2% | $4,417-83.6% | $4,350-83.3% |
| Admin fee / account holder | $2,151 | $3,027-28.9% | $8,287-74.0% | $1,945+10.6% |