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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 | $14,963 | $51,638-71.0% | $129,406-88.4% | $80,959-81.5% |
| Participation rate | 40.4% | 56.9%-16.5pp | 69.6%-29.3pp | 67.7%-27.3pp |
| Annual return | 12.87% | 20.78%-7.9pp | 9468.18%-9455.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,665 | $1,584+5.1% | $4,155-59.9% | $2,757-39.6% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $663 | $4,313-84.6% | $7,689-91.4% | $6,925-90.4% |