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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 | $23,627 | $52,450-55.0% | $129,397-81.7% | $74,429-68.3% |
| Participation rate | 26.2% | 53.8%-27.6pp | 69.6%-43.4pp | 67.2%-41.0pp |
| Annual return | 13.12% | 15.65%-2.5pp | 9453.98%-9440.9pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $723 | $2,797-74.2% | $4,167-82.7% | $4,348-83.4% |
| Admin fee / account holder | $2,840 | $2,636+7.8% | $7,679-63.0% | $1,944+46.1% |