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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 | $19,214 | $55,437-65.3% | $155,534-87.6% | $74,459-74.2% |
| Participation rate | 5.8% | 61.9%-56.0pp | 78.2%-72.4pp | 67.2%-61.4pp |
| Annual return | 16.56% | 269.58%-253.0pp | 64.92%-48.4pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $329 | $2,837-88.4% | $5,630-94.1% | $4,350-92.4% |
| Admin fee / account holder | $728 | $1,742-58.2% | $15,900-95.4% | $1,945-62.6% |