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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 | $19,264 | $106,918-82.0% | $84,021-77.1% | $152,897-87.4% |
| Participation rate | 7.7% | 75.2%-67.6pp | 69.0%-61.3pp | 82.5%-74.8pp |
| Annual return | 21.26% | 105.01%-83.7pp | 71.32%-50.1pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $177 | $4,012-95.6% | $3,239-94.5% | $5,851-97.0% |
| Admin fee / account holder | $4,496 | $8,288-45.8% | $6,102-26.3% | $11,599-61.2% |