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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 | $26,953 | $64,705-58.3% | $62,929-57.2% | $67,986-60.4% |
| Participation rate | 8.5% | 65.6%-57.1pp | 73.1%-64.6pp | 57.2%-48.7pp |
| Annual return | 12.32% | 20.31%-8.0pp | 1063.93%-1051.6pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $161 | $3,198-95.0% | $3,888-95.9% | $3,358-95.2% |
| Admin fee / account holder | $6,102 | $1,428+327.3% | $5,065+20.5% | $3,203+90.5% |