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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 | $21,504 | $93,346-77.0% | $71,796-70.0% | $273,972-92.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 5.44% | 130.39%-124.9pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $527 | $3,475-84.8% | $2,794-81.1% | $5,287-90.0% |
| Admin fee / account holder | $469 | $6,571-92.9% | $4,815-90.3% | $10,133-95.4% |