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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 | $15,469 | $58,927-73.7% | $76,823-79.9% | $72,983-78.8% |
| Participation rate | 25.0% | 67.3%-42.3pp | 72.1%-47.1pp | 69.5%-44.5pp |
| Annual return | 19.35% | 2305.64%-2286.3pp | 1166.42%-1147.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $454 | $2,690-83.1% | $3,336-86.4% | $3,608-87.4% |
| Admin fee / account holder | $2,697 | $4,013-32.8% | $6,422-58.0% | $5,124-47.4% |