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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 | $12,606 | $51,642-75.6% | $129,384-90.3% | $80,935-84.4% |
| Participation rate | 7.1% | 56.9%-49.8pp | 69.6%-62.5pp | 67.7%-60.5pp |
| Annual return | 13.13% | 20.78%-7.6pp | 9461.77%-9448.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $570 | $2,670-78.6% | $4,166-86.3% | $4,299-86.7% |
| Admin fee / account holder | $11,378 | $4,312+163.9% | $7,686+48.0% | $6,924+64.3% |