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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 | $52,353+6.9% | $120,225-53.4% | $82,448-32.1% |
| Participation rate | 14.3% | 58.3%-44.0pp | 69.6%-55.3pp | 68.1%-53.8pp |
| Annual return | 13.69% | 61.85%-48.2pp | 439.23%-425.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $262 | $2,627-90.0% | $3,999-93.4% | $4,139-93.7% |
| Admin fee / account holder | $1,306 | $4,363-70.1% | $5,696-77.1% | $7,234-81.9% |