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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 | $59,467-49.9% | $93,727-68.2% | $74,478-60.0% |
| Participation rate | 30.8% | 59.6%-28.8pp | 68.7%-37.9pp | 67.2%-36.5pp |
| Annual return | 27.96% | 82.14%-54.2pp | 133.83%-105.9pp | 1370.56%-1342.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $814 | $3,052-73.3% | $4,417-81.6% | $4,350-81.3% |
| Admin fee / account holder | $760 | $3,028-74.9% | $8,292-90.8% | $1,946-61.0% |