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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 | $15,679 | $48,053-67.4% | $84,623-81.5% | $72,983-78.5% |
| Participation rate | 23.3% | 57.6%-34.2pp | 68.2%-44.9pp | 69.5%-46.2pp |
| Annual return | 323.57% | 37.39%+286.2pp | 258.77%+64.8pp | 81.01%+242.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $479 | $2,681-82.1% | $3,899-87.7% | $3,608-86.7% |
| Admin fee / account holder | $399 | $3,395-88.2% | $4,913-91.9% | $5,124-92.2% |