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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 | $22,979 | $52,967-56.6% | $172,753-86.7% | $65,186-64.7% |
| Participation rate | 9.8% | 66.2%-56.4pp | 82.6%-72.8pp | 70.2%-60.4pp |
| Annual return | 19.30% | 30.12%-10.8pp | 803.00%-783.7pp | 29.39%-10.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $336 | $2,471-86.4% | $5,198-93.5% | $3,514-90.5% |
| Admin fee / account holder | $3,031 | $472+542.1% | $13,956-78.3% | $847+257.7% |