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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 | $33,111 | $57,305-42.2% | $86,640-61.8% | $75,173-56.0% |
| Participation rate | 17.4% | 63.2%-45.8pp | 71.7%-54.3pp | 67.2%-49.8pp |
| Annual return | 14.05% | 2674.24%-2660.2pp | 592.52%-578.5pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $441 | $3,320-86.7% | $4,438-90.1% | $4,126-89.3% |
| Admin fee / account holder | $5,482 | $4,116+33.2% | $5,616-2.4% | $5,651-3.0% |