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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 | $23,269 | $65,367-64.4% | $92,915-75.0% | $72,976-68.1% |
| Participation rate | 6.5% | 68.3%-61.8pp | 76.0%-69.5pp | 69.5%-63.0pp |
| Annual return | 37.14% | 42.11%-5.0pp | 109.45%-72.3pp | 81.02%-43.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $396 | $3,128-87.3% | $4,238-90.7% | $3,608-89.0% |
| Admin fee / account holder | $768 | $4,251-81.9% | $5,796-86.8% | $5,124-85.0% |