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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 | $54,528 | $54,717-0.3% | $86,216-36.8% | $71,511-23.7% |
| Participation rate | 12.9% | 60.1%-47.2pp | 69.0%-56.1pp | 67.9%-55.0pp |
| Annual return | 13.82% | 20.07%-6.2pp | 1169.42%-1155.6pp | 28.86%-15.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $752 | $3,110-75.8% | $3,986-81.1% | $4,291-82.5% |
| Admin fee / account holder | $523 | $1,922-72.8% | $6,853-92.4% | $1,588-67.1% |