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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 | $19,639 | $75,832-74.1% | $147,617-86.7% | $59,633-67.1% |
| Participation rate | 32.2% | 71.6%-39.4pp | 84.6%-52.4pp | 68.7%-36.5pp |
| Annual return | 1.28% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $837 | $3,131-73.3% | $4,895-82.9% | $3,192-73.8% |
| Admin fee / account holder | $468 | $5,986-92.2% | $11,612-96.0% | $4,297-89.1% |