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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 | $59,152 | $45,119+31.1% | $85,126-30.5% | $74,429-20.5% |
| Participation rate | 7.1% | 49.4%-42.3pp | 67.5%-60.4pp | 67.2%-60.1pp |
| Annual return | 12.22% | 26.28%-14.1pp | 66.63%-54.4pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $546 | $2,738-80.1% | $4,523-87.9% | $4,348-87.5% |
| Admin fee / account holder | $1,933 | $2,214-12.7% | $6,160-68.6% | $1,944-0.6% |