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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 | $29,439 | $58,311-49.5% | $81,882-64.0% | $80,959-63.6% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.4%-55.7pp | 67.7%-51.0pp |
| Annual return | 13.83% | 41.85%-28.0pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $340 | $3,287-89.7% | $4,323-92.1% | $4,300-92.1% |
| Admin fee / account holder | $531 | $4,752-88.8% | $7,360-92.8% | $6,925-92.3% |