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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 | $56,642 | $63,346-10.6% | $92,240-38.6% | $70,126-19.2% |
| Participation rate | 10.4% | 68.7%-58.3pp | 76.5%-66.1pp | 69.5%-59.1pp |
| Annual return | 15.90% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $73 | $2,854-97.4% | $3,897-98.1% | $3,332-97.8% |
| Admin fee / account holder | $22,050 | $3,841+474.1% | $5,194+324.5% | $4,645+374.7% |