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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 | $15,490 | $60,119-74.2% | $90,430-82.9% | $79,858-80.6% |
| Participation rate | 54.5% | 65.0%-10.4pp | 72.7%-18.1pp | 69.6%-15.1pp |
| Annual return | 15.32% | 71.94%-56.6pp | 1293.73%-1278.4pp | 31.72%-16.4pp |
| Employer contribution / active EE | $310 | $2,068-85.0% | $3,262-90.5% | $2,471-87.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,762 | $3,976-55.7% | $5,613-68.6% | $5,306-66.8% |