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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 | $26,072 | $85,766-69.6% | $136,298-80.9% | $70,126-62.8% |
| Participation rate | 15.8% | 74.2%-58.4pp | 81.9%-66.1pp | 69.5%-53.8pp |
| Annual return | 19.49% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $809 | $5,051-84.0% | $6,247-87.1% | $3,332-75.7% |
| Admin fee / account holder | $463 | $5,421-91.5% | $9,244-95.0% | $4,645-90.0% |