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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 | $22,400 | $55,423-59.6% | $155,602-85.6% | $74,400-69.9% |
| Participation rate | 19.5% | 61.9%-42.4pp | 78.2%-58.7pp | 67.2%-47.7pp |
| Annual return | 11.20% | 269.07%-257.9pp | 64.81%-53.6pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $667 | $2,835-76.5% | $5,629-88.2% | $4,348-84.7% |
| Admin fee / account holder | $4,362 | $1,744+150.1% | $15,923-72.6% | $1,944+124.5% |