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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 | $32,777 | $55,437-40.9% | $155,534-78.9% | $74,459-56.0% |
| Participation rate | 4.3% | 61.9%-57.5pp | 78.2%-73.9pp | 67.2%-62.9pp |
| Annual return | 14.91% | 269.58%-254.7pp | 64.92%-50.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $502 | $2,837-82.3% | $5,630-91.1% | $4,350-88.4% |
| Admin fee / account holder | $708 | $1,742-59.4% | $15,900-95.5% | $1,945-63.6% |