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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 | $18,570 | $48,284-61.5% | $67,524-72.5% | $80,911-77.0% |
| Participation rate | 10.6% | 66.4%-55.8pp | 72.9%-62.3pp | 67.6%-57.0pp |
| Annual return | 50.63% | 18.27%+32.4pp | 3519.41%-3468.8pp | 35.63%+15.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $781 | $2,927-73.3% | $4,001-80.5% | $4,297-81.8% |
| Admin fee / account holder | $823 | $3,688-77.7% | $4,001-79.4% | $6,935-88.1% |