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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 | $26,894 | $48,327-44.4% | $67,575-60.2% | $80,935-66.8% |
| Participation rate | 16.7% | 66.4%-49.7pp | 72.9%-56.2pp | 67.7%-51.0pp |
| Annual return | 13.18% | 18.31%-5.1pp | 3528.98%-3515.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $570 | $2,927-80.5% | $4,003-85.8% | $4,299-86.8% |
| Admin fee / account holder | $4,943 | $3,692+33.9% | $3,993+23.8% | $6,924-28.6% |