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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 | $24,123 | $51,638-53.3% | $129,406-81.4% | $80,959-70.2% |
| Participation rate | 9.0% | 56.9%-48.0pp | 69.6%-60.7pp | 67.7%-58.7pp |
| Annual return | 11.56% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $353 | $2,670-86.8% | $4,167-91.5% | $4,300-91.8% |
| Admin fee / account holder | $6,921 | $4,313+60.5% | $7,689-10.0% | $6,925-0.1% |