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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 | $60,261-50.2% | $81,783-63.3% | $74,546-59.7% |
| Participation rate | 29.6% | 62.9%-33.3pp | 72.4%-42.8pp | 67.2%-37.6pp |
| Annual return | 12.35% | 16.88%-4.5pp | 775.05%-762.7pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $690 | $3,388-79.6% | $4,320-84.0% | $4,347-84.1% |
| Admin fee / account holder | $19,256 | $1,482+1198.9% | $7,380+160.9% | $1,944+890.7% |