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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 | $25,556 | $56,431-54.7% | $130,788-80.5% | $87,485-70.8% |
| Participation rate | 7.7% | 58.9%-51.3pp | 70.1%-62.4pp | 68.9%-61.2pp |
| Annual return | 18.19% | 91.27%-73.1pp | 386.44%-368.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $237 | $2,749-91.4% | $4,137-94.3% | $4,274-94.5% |
| Admin fee / account holder | $467 | $4,433-89.5% | $6,673-93.0% | $7,775-94.0% |