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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 | $20,204 | $45,123-55.2% | $85,240-76.3% | $74,478-72.9% |
| Participation rate | 9.7% | 49.4%-39.6pp | 67.5%-57.8pp | 67.2%-57.5pp |
| Annual return | 11.66% | 26.32%-14.7pp | 66.75%-55.1pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $345 | $2,736-87.4% | $4,527-92.4% | $4,350-92.1% |
| Admin fee / account holder | $5,663 | $2,215+155.7% | $6,165-8.1% | $1,946+191.1% |