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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 | $22,655 | $70,121-67.7% | $63,803-64.5% | $138,895-83.7% |
| Participation rate | 27.3% | 77.2%-49.9pp | 72.7%-45.4pp | 79.9%-52.6pp |
| Annual return | 17.03% | 946.48%-929.5pp | 543.72%-526.7pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $436 | $4,535-90.4% | $3,843-88.6% | $6,396-93.2% |
| Admin fee / account holder | $889 | $6,738-86.8% | $5,196-82.9% | $12,562-92.9% |