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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 | $21,391 | $95,406-77.6% | $185,849-88.5% | $85,847-75.1% |
| Participation rate | 58.0% | 68.8%-10.8pp | 81.7%-23.7pp | 69.3%-11.3pp |
| Annual return | 19.96% | 23.59%-3.6pp | 122.10%-102.1pp | 318.61%-298.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $634 | $3,424-81.5% | $5,569-88.6% | $3,952-84.0% |
| Admin fee / account holder | $700 | $7,214-90.3% | $16,244-95.7% | $6,261-88.8% |