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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 | $14,119 | $51,638-72.7% | $129,406-89.1% | $80,959-82.6% |
| Participation rate | 16.7% | 56.9%-40.3pp | 69.6%-53.0pp | 67.7%-51.0pp |
| Annual return | 13.95% | 20.78%-6.8pp | 9468.18%-9454.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $327 | $2,670-87.7% | $4,167-92.1% | $4,300-92.4% |
| Admin fee / account holder | $773 | $4,313-82.1% | $7,689-90.0% | $6,925-88.8% |