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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 | $15,370 | $49,199-68.8% | $121,204-87.3% | $75,173-79.6% |
| Participation rate | 37.5% | 55.4%-17.9pp | 69.5%-32.0pp | 67.2%-29.7pp |
| Annual return | 17.03% | 56.04%-39.0pp | 987.18%-970.2pp | 160.72%-143.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $556 | $2,630-78.9% | $4,083-86.4% | $4,126-86.5% |
| Admin fee / account holder | $4,352 | $3,946+10.3% | $5,651-23.0% | $5,651-23.0% |