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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 | $25,451 | $85,171-70.1% | $172,752-85.3% | $72,975-65.1% |
| Participation rate | 13.8% | 70.1%-56.2pp | 82.6%-68.8pp | 69.5%-55.6pp |
| Annual return | 17.18% | 27.32%-10.1pp | 802.97%-785.8pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $343 | $3,260-89.5% | $5,198-93.4% | $3,608-90.5% |
| Admin fee / account holder | $1,008 | $5,880-82.9% | $13,955-92.8% | $5,124-80.3% |