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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 | $25,893 | $48,314-46.4% | $67,561-61.7% | $80,925-68.0% |
| Participation rate | 19.6% | 66.4%-46.8pp | 72.9%-53.3pp | 67.7%-48.1pp |
| Annual return | 12.75% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $387 | $2,927-86.8% | $4,003-90.3% | $4,299-91.0% |
| Admin fee / account holder | $355 | $3,690-90.4% | $4,006-91.1% | $6,940-94.9% |