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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 | $29,113 | $55,472-47.5% | $155,567-81.3% | $74,546-60.9% |
| Participation rate | 9.3% | 61.9%-52.6pp | 78.2%-68.9pp | 67.2%-58.0pp |
| Annual return | 19.08% | 268.72%-249.6pp | 64.74%-45.7pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $520 | $2,838-81.7% | $5,628-90.8% | $4,347-88.0% |
| Admin fee / account holder | $1,326 | $1,743-23.9% | $15,916-91.7% | $1,944-31.8% |