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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 | $34,736 | $65,575-47.0% | $86,209-59.7% | $75,181-53.8% |
| Participation rate | 16.7% | 60.5%-43.8pp | 69.0%-52.3pp | 67.2%-50.5pp |
| Annual return | 14.15% | 46.07%-31.9pp | 1169.05%-1154.9pp | 160.69%-146.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $675 | $3,023-77.7% | $3,986-83.1% | $4,126-83.6% |
| Admin fee / account holder | $6,999 | $5,470+27.9% | $6,853+2.1% | $5,650+23.9% |