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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 | $11,933 | $57,305-79.2% | $86,640-86.2% | $75,173-84.1% |
| Participation rate | 29.0% | 63.2%-34.2pp | 71.7%-42.7pp | 67.2%-38.2pp |
| Annual return | 16.81% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $827 | $3,320-75.1% | $4,438-81.4% | $4,126-79.9% |
| Admin fee / account holder | $4,919 | $4,116+19.5% | $5,616-12.4% | $5,651-12.9% |