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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 | $21,588 | $85,171-74.7% | $172,752-87.5% | $72,975-70.4% |
| Participation rate | 3.3% | 70.1%-66.7pp | 82.6%-79.3pp | 69.5%-66.2pp |
| Annual return | 20.53% | 27.32%-6.8pp | 802.97%-782.4pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $866 | $3,260-73.4% | $5,198-83.3% | $3,608-76.0% |
| Admin fee / account holder | $495 | $5,880-91.6% | $13,955-96.5% | $5,124-90.3% |