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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 | $29,578 | $57,330-48.4% | $86,656-65.9% | $75,177-60.7% |
| Participation rate | 17.0% | 63.2%-46.2pp | 71.7%-54.7pp | 67.2%-50.2pp |
| Annual return | 34.62% | 2675.40%-2640.8pp | 593.09%-558.5pp | 160.75%-126.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $452 | $3,320-86.4% | $4,439-89.8% | $4,126-89.0% |
| Admin fee / account holder | $596 | $4,115-85.5% | $5,619-89.4% | $5,651-89.5% |