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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 | $21,601 | $47,479-54.5% | $62,929-65.7% | $82,448-73.8% |
| Participation rate | 20.0% | 66.9%-46.9pp | 73.1%-53.1pp | 68.1%-48.1pp |
| Annual return | 14.50% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $620 | $2,870-78.4% | $3,888-84.1% | $4,139-85.0% |
| Admin fee / account holder | $9,441 | $3,804+148.2% | $5,065+86.4% | $7,234+30.5% |