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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 | $21,192 | $60,119-64.7% | $90,430-76.6% | $79,858-73.5% |
| Participation rate | 17.4% | 65.0%-47.6pp | 72.7%-55.3pp | 69.6%-52.2pp |
| Annual return | 11.62% | 71.94%-60.3pp | 1293.73%-1282.1pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14 | $2,938-99.5% | $3,963-99.7% | $3,740-99.6% |
| Admin fee / account holder | $2,435 | $3,976-38.8% | $5,613-56.6% | $5,306-54.1% |