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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 | $27,968 | $65,555-57.3% | $86,216-67.6% | $75,173-62.8% |
| Participation rate | 8.0% | 60.5%-52.5pp | 69.0%-61.0pp | 67.2%-59.2pp |
| Annual return | 13.91% | 46.07%-32.2pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $441 | $3,023-85.4% | $3,986-88.9% | $4,126-89.3% |
| Admin fee / account holder | $11,469 | $5,469+109.7% | $6,853+67.4% | $5,651+103.0% |