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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 | $51,562 | $61,816-16.6% | $97,260-47.0% | $80,935-36.3% |
| Participation rate | 38.9% | 63.5%-24.6pp | 72.7%-33.8pp | 67.7%-28.8pp |
| Annual return | 12.69% | -558.73%+571.4pp | 75.54%-62.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $387 | $3,027-87.2% | $4,262-90.9% | $4,299-91.0% |
| Admin fee / account holder | $534 | $5,166-89.7% | $5,640-90.5% | $6,924-92.3% |