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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 | $35,860 | $65,575-45.3% | $86,209-58.4% | $75,181-52.3% |
| Participation rate | 14.5% | 60.5%-46.0pp | 69.0%-54.5pp | 67.2%-52.7pp |
| Annual return | 14.63% | 46.07%-31.4pp | 1169.05%-1154.4pp | 160.69%-146.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $597 | $3,023-80.3% | $3,986-85.0% | $4,126-85.5% |
| Admin fee / account holder | $1,451 | $5,470-73.5% | $6,853-78.8% | $5,650-74.3% |