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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 | $13,469 | $51,642-73.9% | $129,384-89.6% | $80,935-83.4% |
| Participation rate | 12.0% | 56.9%-44.9pp | 69.6%-57.6pp | 67.7%-55.7pp |
| Annual return | 67.75% | 20.78%+47.0pp | 9461.77%-9394.0pp | 35.66%+32.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $547 | $2,670-79.5% | $4,166-86.9% | $4,299-87.3% |
| Admin fee / account holder | $361 | $4,312-91.6% | $7,686-95.3% | $6,924-94.8% |