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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 | $51,866 | $54,729-5.2% | $86,235-39.9% | $71,529-27.5% |
| Participation rate | 9.7% | 60.1%-50.4pp | 69.0%-59.2pp | 67.9%-58.2pp |
| Annual return | 16.94% | 20.07%-3.1pp | 1170.03%-1153.1pp | 28.97%-12.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $650 | $3,110-79.1% | $3,987-83.7% | $4,291-84.9% |
| Admin fee / account holder | $1,973 | $1,921+2.7% | $6,856-71.2% | $1,588+24.2% |