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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 | $67,842 | $106,008-36.0% | $92,240-26.5% | $147,586-54.0% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 14.57% | 50.05%-35.5pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,041 | $4,478-76.8% | $3,897-73.3% | $5,439-80.9% |
| Admin fee / account holder | $1,196 | $6,333-81.1% | $5,194-77.0% | $10,886-89.0% |