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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 | $33,657 | $53,837-37.5% | $75,714-55.5% | $85,847-60.8% |
| Participation rate | 7.5% | 69.1%-61.6pp | 74.8%-67.3pp | 69.3%-61.8pp |
| Annual return | 23.25% | 24.54%-1.3pp | 104.62%-81.4pp | 318.61%-295.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $245 | $2,895-91.5% | $3,820-93.6% | $3,952-93.8% |
| Admin fee / account holder | $685 | $3,339-79.5% | $3,619-81.1% | $6,261-89.1% |