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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 | $32,900 | $80,812-59.3% | $160,784-79.5% | $82,448-60.1% |
| Participation rate | 3.8% | 66.2%-62.4pp | 77.0%-73.1pp | 68.1%-64.2pp |
| Annual return | 18.71% | 100.59%-81.9pp | 1803.92%-1785.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $512 | $4,335-88.2% | $6,293-91.9% | $4,139-87.6% |
| Admin fee / account holder | $1,975 | $7,695-74.3% | $9,717-79.7% | $7,234-72.7% |