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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 | $60,454-42.6% | $81,844-57.6% | $74,459-53.4% |
| Participation rate | 25.2% | 63.0%-37.7pp | 72.4%-47.1pp | 67.2%-42.0pp |
| Annual return | 14.40% | 16.87%-2.5pp | 778.87%-764.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $397 | $3,398-88.3% | $4,323-90.8% | $4,350-90.9% |
| Admin fee / account holder | $7,433 | $1,490+398.7% | $7,355+1.0% | $1,945+282.2% |