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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 | $56,326 | $85,171-33.9% | $172,753-67.4% | $72,976-22.8% |
| Participation rate | 8.9% | 70.1%-61.1pp | 82.6%-73.7pp | 69.5%-60.6pp |
| Annual return | 21.36% | 27.32%-6.0pp | 803.00%-781.6pp | 81.02%-59.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $428 | $3,260-86.9% | $5,198-91.8% | $3,608-88.1% |
| Admin fee / account holder | $2,169 | $5,880-63.1% | $13,956-84.5% | $5,124-57.7% |