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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 | $16,997 | $55,423-69.3% | $155,602-89.1% | $74,400-77.2% |
| Participation rate | 4.8% | 61.9%-57.1pp | 78.2%-73.4pp | 67.2%-62.5pp |
| Annual return | 12.00% | 269.07%-257.1pp | 64.81%-52.8pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $280 | $2,835-90.1% | $5,629-95.0% | $4,348-93.6% |
| Admin fee / account holder | $3,367 | $1,744+93.0% | $15,923-78.9% | $1,944+73.2% |