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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 | $23,772 | $78,694-69.8% | $67,652-64.9% | $125,389-81.0% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | 1.52% | 9.46%-7.9pp | 6625.40%-6623.9pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $475 | $4,292-88.9% | $3,560-86.6% | $5,352-91.1% |
| Admin fee / account holder | $2,246 | $7,403-69.7% | $4,821-53.4% | $9,541-76.5% |