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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 | $23,052 | $80,812-71.5% | $160,784-85.7% | $82,448-72.0% |
| Participation rate | 69.2% | 66.2%+3.0pp | 77.0%-7.7pp | 68.1%+1.2pp |
| Annual return | 13.70% | 100.59%-86.9pp | 1803.92%-1790.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $458 | $4,335-89.4% | $6,293-92.7% | $4,139-88.9% |
| Admin fee / account holder | $1,648 | $7,695-78.6% | $9,717-83.0% | $7,234-77.2% |