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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 | $36,552 | $52,450-30.3% | $129,384-71.7% | $74,459-50.9% |
| Participation rate | 7.0% | 53.8%-46.8pp | 69.6%-62.6pp | 67.2%-60.2pp |
| Annual return | 20.20% | 15.65%+4.5pp | 9461.77%-9441.6pp | 1369.70%-1349.5pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $456 | $2,797-83.7% | $4,166-89.0% | $4,350-89.5% |
| Admin fee / account holder | $1,642 | $2,636-37.7% | $7,686-78.6% | $1,945-15.6% |