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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 | $57,111 | $63,346-9.8% | $92,240-38.1% | $70,126-18.6% |
| Participation rate | 20.0% | 68.7%-48.7pp | 76.5%-56.5pp | 69.5%-49.5pp |
| Annual return | 17.45% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $258 | $2,854-90.9% | $3,897-93.4% | $3,332-92.2% |
| Admin fee / account holder | $527 | $3,841-86.3% | $5,194-89.9% | $4,645-88.7% |