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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 | $33,791 | $75,962-55.5% | $154,108-78.1% | $64,173-47.3% |
| Participation rate | 9.9% | 70.4%-60.6pp | 83.0%-73.2pp | 69.6%-59.7pp |
| Annual return | 0.53% | 30.32%-29.8pp | 735.21%-734.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $494 | $3,175-84.5% | $5,081-90.3% | $3,470-85.8% |
| Admin fee / account holder | $311 | $5,589-94.4% | $13,411-97.7% | $4,887-93.6% |