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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 | $30,025 | $60,504-50.4% | $81,882-63.3% | $74,478-59.7% |
| Participation rate | 29.6% | 62.9%-33.4pp | 72.4%-42.8pp | 67.2%-37.7pp |
| Annual return | 12.35% | 16.91%-4.6pp | 779.47%-767.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $690 | $3,400-79.7% | $4,323-84.0% | $4,350-84.1% |
| Admin fee / account holder | $19,256 | $1,492+1190.7% | $7,360+161.6% | $1,946+889.6% |