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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 | $49,717 | $29,319+69.6% | $52,425-5.2% | $82,448-39.7% |
| Participation rate | 6.9% | 46.9%-40.0pp | 55.6%-48.7pp | 68.1%-61.2pp |
| Annual return | 16.98% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $34 | $1,171-97.1% | $1,790-98.1% | $4,139-99.2% |
| Admin fee / account holder | $1,645 | $1,962-16.2% | $2,495-34.1% | $7,234-77.3% |