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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 | $18,887 | $65,575-71.2% | $86,209-78.1% | $75,181-74.9% |
| Participation rate | 29.9% | 60.5%-30.6pp | 69.0%-39.1pp | 67.2%-37.3pp |
| Annual return | 19.40% | 46.07%-26.7pp | 1169.05%-1149.7pp | 160.69%-141.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $771 | $3,023-74.5% | $3,986-80.7% | $4,126-81.3% |
| Admin fee / account holder | $2,201 | $5,470-59.8% | $6,853-67.9% | $5,650-61.0% |