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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 | $34,334 | $65,555-47.6% | $86,216-60.2% | $75,173-54.3% |
| Participation rate | 26.7% | 60.5%-33.8pp | 69.0%-42.3pp | 67.2%-40.5pp |
| Annual return | 14.83% | 46.07%-31.2pp | 1169.42%-1154.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $824 | $3,023-72.7% | $3,986-79.3% | $4,126-80.0% |
| Admin fee / account holder | $463 | $5,469-91.5% | $6,853-93.2% | $5,651-91.8% |