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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 | $68,059 | $58,391+16.6% | $76,667-11.2% | $72,976-6.7% |
| Participation rate | 10.2% | 67.4%-57.2pp | 72.1%-61.9pp | 69.5%-59.3pp |
| Annual return | 23.11% | 2306.65%-2283.5pp | 1166.74%-1143.6pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $160 | $2,690-94.0% | $3,336-95.2% | $3,608-95.6% |
| Admin fee / account holder | $1,212 | $4,014-69.8% | $6,423-81.1% | $5,124-76.4% |