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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 | $20,529 | $55,423-63.0% | $155,602-86.8% | $74,400-72.4% |
| Participation rate | 12.3% | 61.9%-49.6pp | 78.2%-65.9pp | 67.2%-54.9pp |
| Annual return | 14.48% | 269.07%-254.6pp | 64.81%-50.3pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $182 | $2,835-93.6% | $5,629-96.8% | $4,348-95.8% |
| Admin fee / account holder | $14,297 | $1,744+719.6% | $15,923-10.2% | $1,944+635.6% |