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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 | $18,183 | $85,171-78.7% | $172,753-89.5% | $72,976-75.1% |
| Participation rate | 17.2% | 70.1%-52.8pp | 82.6%-65.4pp | 69.5%-52.2pp |
| Annual return | 17.83% | 27.32%-9.5pp | 803.00%-785.2pp | 81.02%-63.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $530 | $3,260-83.8% | $5,198-89.8% | $3,608-85.3% |
| Admin fee / account holder | $517 | $5,880-91.2% | $13,956-96.3% | $5,124-89.9% |