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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 | $67,906 | $99,652-31.9% | $78,778-13.8% | $147,586-54.0% |
| Participation rate | 21.4% | 76.2%-54.8pp | 69.2%-47.8pp | 82.8%-61.4pp |
| Annual return | 18.35% | 47.28%-28.9pp | 35.62%-17.3pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $535 | $3,664-85.4% | $2,958-81.9% | $5,439-90.2% |
| Admin fee / account holder | $483 | $7,155-93.2% | $5,134-90.6% | $10,886-95.6% |