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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 | $59,291 | $82,630-28.2% | $64,105-7.5% | $125,389-52.7% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | 6.81% | 1489.72%-1482.9pp | 791.24%-784.4pp | 282.24%-275.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $708 | $3,608-80.4% | $2,822-74.9% | $5,352-86.8% |
| Admin fee / account holder | $550 | $6,382-91.4% | $4,499-87.8% | $9,541-94.2% |