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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 | $29,382 | $65,555-55.2% | $86,216-65.9% | $75,173-60.9% |
| Participation rate | 45.5% | 60.5%-15.0pp | 69.0%-23.5pp | 67.2%-21.7pp |
| Annual return | 15.91% | 46.07%-30.2pp | 1169.42%-1153.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,121 | $3,023-62.9% | $3,986-71.9% | $4,126-72.8% |
| Admin fee / account holder | $3,186 | $5,469-41.7% | $6,853-53.5% | $5,651-43.6% |