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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 | $29,785 | $59,456-49.9% | $93,669-68.2% | $74,429-60.0% |
| Participation rate | 30.8% | 59.6%-28.9pp | 68.7%-38.0pp | 67.2%-36.4pp |
| Annual return | 27.96% | 82.00%-54.0pp | 133.59%-105.6pp | 1368.38%-1340.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $814 | $3,052-73.3% | $4,416-81.6% | $4,348-81.3% |
| Admin fee / account holder | $760 | $3,026-74.9% | $8,291-90.8% | $1,944-60.9% |