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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 | $53,063-51.8% | $124,206-79.4% | $82,637-69.1% |
| Participation rate | 7.7% | 58.4%-50.7pp | 69.6%-61.9pp | 68.1%-60.4pp |
| Annual return | 18.19% | 68.87%-50.7pp | 515.27%-497.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $237 | $2,644-91.0% | $3,968-94.0% | $4,126-94.3% |
| Admin fee / account holder | $467 | $4,281-89.1% | $5,929-92.1% | $7,339-93.6% |