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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 | $55,981 | $56,431-0.8% | $130,788-57.2% | $87,485-36.0% |
| Participation rate | 14.3% | 58.9%-44.7pp | 70.1%-55.8pp | 68.9%-54.6pp |
| Annual return | 13.69% | 91.27%-77.6pp | 386.44%-372.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $262 | $2,749-90.5% | $4,137-93.7% | $4,274-93.9% |
| Admin fee / account holder | $1,306 | $4,433-70.5% | $6,673-80.4% | $7,775-83.2% |