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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 | $34,660 | $118,919-70.9% | $88,538-60.9% | $152,885-77.3% |
| Participation rate | 11.8% | 73.4%-61.6pp | 68.7%-57.0pp | 82.5%-70.7pp |
| Annual return | 15.88% | 47.92%-32.0pp | 43.64%-27.8pp | 345.39%-329.5pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $76 | $3,549-97.8% | $2,914-97.4% | $5,851-98.7% |
| Admin fee / account holder | $500 | $5,876-91.5% | $4,310-88.4% | $11,598-95.7% |