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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 | $66,798 | $77,638-14.0% | $156,551-57.3% | $62,881+6.2% |
| Participation rate | 8.1% | 71.2%-63.1pp | 84.0%-75.9pp | 69.3%-61.2pp |
| Annual return | 7.26% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $589 | $3,046-80.7% | $4,871-87.9% | $3,203-81.6% |
| Admin fee / account holder | $579 | $5,561-89.6% | $13,028-95.6% | $4,296-86.5% |