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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 | $14,170 | $85,169-83.4% | $172,755-91.8% | $72,983-80.6% |
| Participation rate | 52.9% | 70.1%-17.2pp | 82.6%-29.8pp | 69.5%-16.6pp |
| Annual return | 18.14% | 27.32%-9.2pp | 802.94%-784.8pp | 81.01%-62.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $510 | $3,260-84.4% | $5,198-90.2% | $3,608-85.9% |
| Admin fee / account holder | $1,063 | $5,880-81.9% | $13,955-92.4% | $5,124-79.3% |