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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 | $39,115 | $47,479-17.6% | $62,929-37.8% | $82,448-52.6% |
| Participation rate | 5.4% | 66.9%-61.5pp | 73.1%-67.7pp | 68.1%-62.7pp |
| Annual return | 23.20% | 20.34%+2.9pp | 1063.93%-1040.7pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $614 | $2,870-78.6% | $3,888-84.2% | $4,139-85.2% |
| Admin fee / account holder | $1,701 | $3,804-55.3% | $5,065-66.4% | $7,234-76.5% |