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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 | $26,077 | $109,872-76.3% | $98,483-73.5% | $167,536-84.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 15.39% | 1959.31%-1943.9pp | 1494.38%-1479.0pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,804 | $3,225-44.1% | $2,961-39.1% | $4,839-62.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $779 | $6,757-88.5% | $5,953-86.9% | $12,315-93.7% |