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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 | $28,554 | $47,479-39.9% | $62,929-54.6% | $82,448-65.4% |
| Participation rate | 17.9% | 66.9%-49.0pp | 73.1%-55.3pp | 68.1%-50.2pp |
| Annual return | 13.72% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $446 | $2,870-84.4% | $3,888-88.5% | $4,139-89.2% |
| Admin fee / account holder | $411 | $3,804-89.2% | $5,065-91.9% | $7,234-94.3% |