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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 | $34,694 | $60,305-42.5% | $81,780-57.6% | $74,400-53.4% |
| Participation rate | 25.2% | 62.9%-37.6pp | 72.4%-47.1pp | 67.2%-42.0pp |
| Annual return | 14.40% | 16.89%-2.5pp | 776.27%-761.9pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $397 | $3,390-88.3% | $4,321-90.8% | $4,348-90.9% |
| Admin fee / account holder | $7,433 | $1,484+400.8% | $7,384+0.7% | $1,944+282.4% |