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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 | $41,649 | $78,636-47.0% | $105,607-60.6% | $74,459-44.1% |
| Participation rate | 19.8% | 72.8%-52.9pp | 75.3%-55.4pp | 67.2%-47.4pp |
| Annual return | 11.74% | 15.96%-4.2pp | 116.11%-104.4pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $558 | $4,322-87.1% | $5,011-88.9% | $4,350-87.2% |
| Admin fee / account holder | $2,299 | $2,220+3.6% | $10,958-79.0% | $1,945+18.2% |