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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 | $33,687 | $65,566-48.6% | $86,235-60.9% | $75,177-55.2% |
| Participation rate | 41.7% | 60.5%-18.8pp | 69.0%-27.3pp | 67.2%-25.5pp |
| Annual return | 16.91% | 46.07%-29.2pp | 1170.03%-1153.1pp | 160.75%-143.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $846 | $3,023-72.0% | $3,987-78.8% | $4,126-79.5% |
| Admin fee / account holder | $315 | $5,470-94.2% | $6,856-95.4% | $5,651-94.4% |