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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 | $19,838 | $65,555-69.7% | $86,216-77.0% | $75,173-73.6% |
| Participation rate | 14.6% | 60.5%-45.9pp | 69.0%-54.4pp | 67.2%-52.6pp |
| Annual return | 14.03% | 46.07%-32.0pp | 1169.42%-1155.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $846 | $3,023-72.0% | $3,986-78.8% | $4,126-79.5% |
| Admin fee / account holder | $11,085 | $5,469+102.7% | $6,853+61.7% | $5,651+96.2% |