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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 | $18,970 | $109,872-82.7% | $98,483-80.7% | $167,536-88.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 43.98% | 1959.31%-1915.3pp | 1494.38%-1450.4pp | 478.82%-434.8pp |
| Employer contribution / active EE | $1,478 | $3,225-54.2% | $2,961-50.1% | $4,839-69.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $596 | $6,757-91.2% | $5,953-90.0% | $12,315-95.2% |