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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 | $19,151 | $84,685-77.4% | $73,836-74.1% | $125,389-84.7% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.4%-9.2pp | 83.2%-18.9pp |
| Annual return | 1.59% | 3123.80%-3122.2pp | 2268.06%-2266.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,464 | $3,123-21.1% | $2,787-11.6% | $4,866-49.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $457 | $5,694-92.0% | $4,882-90.6% | $9,541-95.2% |