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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 | $15,758 | $85,171-81.5% | $172,752-90.9% | $72,975-78.4% |
| Participation rate | 5.5% | 70.1%-64.6pp | 82.6%-77.2pp | 69.5%-64.0pp |
| Annual return | 25.16% | 27.32%-2.2pp | 802.97%-777.8pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $475 | $3,260-85.4% | $5,198-90.9% | $3,608-86.8% |
| Admin fee / account holder | $2,959 | $5,880-49.7% | $13,955-78.8% | $5,124-42.2% |