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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 | $26,090 | $91,198-71.4% | $178,503-85.4% | $79,856-67.3% |
| Participation rate | 48.4% | 69.2%-20.8pp | 81.9%-33.5pp | 69.6%-21.3pp |
| Annual return | 17.32% | 24.20%-6.9pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $808 | $3,237-75.0% | $5,202-84.5% | $3,741-78.4% |
| Admin fee / account holder | $300 | $6,748-95.6% | $13,987-97.9% | $5,306-94.3% |