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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 | $25,556 | $52,353-51.2% | $120,225-78.7% | $82,448-69.0% |
| Participation rate | 7.7% | 58.3%-50.6pp | 69.6%-61.9pp | 68.1%-60.4pp |
| Annual return | 18.19% | 61.85%-43.7pp | 439.23%-421.0pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $237 | $2,627-91.0% | $3,999-94.1% | $4,139-94.3% |
| Admin fee / account holder | $467 | $4,363-89.3% | $5,696-91.8% | $7,234-93.5% |