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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 | $25,246 | $57,312-55.9% | $86,617-70.9% | $75,181-66.4% |
| Participation rate | 17.8% | 63.2%-45.4pp | 71.7%-53.9pp | 67.2%-49.4pp |
| Annual return | 23.78% | 2672.78%-2649.0pp | 591.91%-568.1pp | 160.69%-136.9pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $700 | $3,319-78.9% | $4,437-84.2% | $4,126-83.0% |
| Admin fee / account holder | $551 | $4,114-86.6% | $5,613-90.2% | $5,650-90.2% |