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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 | $12,585 | $39,798-68.4% | $67,704-81.4% | $59,633-78.9% |
| Participation rate | 29.1% | 57.4%-28.3pp | 67.5%-38.4pp | 68.7%-39.6pp |
| Annual return | 13.02% | 89.94%-76.9pp | 25.41%-12.4pp | 2041.45%-2028.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $570 | $2,335-75.6% | $3,585-84.1% | $3,192-82.1% |
| Admin fee / account holder | $2,874 | $3,212-10.5% | $4,255-32.5% | $4,297-33.1% |