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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 | $20,270 | $55,470-63.5% | $155,556-87.0% | $74,478-72.8% |
| Participation rate | 19.0% | 61.9%-42.9pp | 78.2%-59.3pp | 67.2%-48.3pp |
| Annual return | 14.70% | 269.80%-255.1pp | 64.84%-50.1pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $776 | $2,838-72.7% | $5,631-86.2% | $4,350-82.2% |
| Admin fee / account holder | $2,370 | $1,744+35.9% | $15,885-85.1% | $1,946+21.8% |