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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 | $27,755 | $76,522-63.7% | $56,033-50.5% | $145,884-81.0% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 14.55% | 3014.28%-2999.7pp | 1711.38%-1696.8pp | 551.85%-537.3pp |
| Employer contribution / active EE | $42 | $1,382-96.9% | $1,041-95.9% | $4,662-99.1% |
| Participant deferral / active EE | $85 | $2,624-96.8% | $1,954-95.7% | $6,690-98.7% |
| Admin fee / account holder | $45,767 | $3,328+1275.1% | $2,827+1518.9% | $13,392+241.7% |