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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 | $43,759 | $156,616-72.1% | $133,346-67.2% | $198,609-78.0% |
| Participation rate | 5.9% | 77.7%-71.8pp | 72.8%-67.0pp | 82.4%-76.5pp |
| Annual return | 11.44% | 44.25%-32.8pp | 36.85%-25.4pp | 202.70%-191.3pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $156 | $4,920-96.8% | $4,332-96.4% | $6,977-97.8% |
| Admin fee / account holder | $389 | $17,468-97.8% | $14,264-97.3% | $19,030-98.0% |