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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 | $55,470-47.5% | $155,556-81.3% | $74,478-60.9% |
| Participation rate | 9.3% | 61.9%-52.6pp | 78.2%-69.0pp | 67.2%-58.0pp |
| Annual return | 19.08% | 269.80%-250.7pp | 64.84%-45.8pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $520 | $2,838-81.7% | $5,631-90.8% | $4,350-88.0% |
| Admin fee / account holder | $1,326 | $1,744-24.0% | $15,885-91.7% | $1,946-31.9% |