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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 | $48,178 | $85,171-43.4% | $172,753-72.1% | $72,976-34.0% |
| Participation rate | 8.2% | 70.1%-61.9pp | 82.6%-74.5pp | 69.5%-61.3pp |
| Annual return | 17.66% | 27.32%-9.7pp | 803.00%-785.3pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $894 | $3,260-72.6% | $5,198-82.8% | $3,608-75.2% |
| Admin fee / account holder | $582 | $5,880-90.1% | $13,956-95.8% | $5,124-88.6% |