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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 | $59,402-49.9% | $93,654-68.2% | $74,546-60.0% |
| Participation rate | 30.8% | 59.7%-28.9pp | 68.7%-38.0pp | 67.2%-36.4pp |
| Annual return | 27.96% | 81.86%-53.9pp | 133.34%-105.4pp | 1366.03%-1338.1pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $814 | $3,049-73.3% | $4,413-81.6% | $4,347-81.3% |
| Admin fee / account holder | $760 | $3,023-74.9% | $8,282-90.8% | $1,944-60.9% |