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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 | $55,446-65.3% | $155,574-87.6% | $74,429-74.2% |
| Participation rate | 5.8% | 61.9%-56.1pp | 78.2%-72.4pp | 67.2%-61.4pp |
| Annual return | 16.56% | 269.20%-252.6pp | 64.87%-48.3pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $329 | $2,836-88.4% | $5,629-94.1% | $4,348-92.4% |
| Admin fee / account holder | $728 | $1,743-58.2% | $15,914-95.4% | $1,944-62.6% |