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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 | $20,655 | $60,128-65.6% | $90,440-77.2% | $79,852-74.1% |
| Participation rate | 45.9% | 65.0%-19.0pp | 72.7%-26.7pp | 69.6%-23.7pp |
| Annual return | 11.02% | 71.95%-60.9pp | 1294.38%-1283.4pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,207 | $2,068-41.7% | $3,263-63.0% | $2,471-51.2% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,720 | $3,977+169.5% | $5,615+90.9% | $5,306+102.0% |