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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 | $35,993 | $85,171-57.7% | $172,752-79.2% | $72,975-50.7% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 16.52% | 27.32%-10.8pp | 802.97%-786.5pp | 81.01%-64.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $536 | $3,260-83.6% | $5,198-89.7% | $3,608-85.1% |
| Admin fee / account holder | $664 | $5,880-88.7% | $13,955-95.2% | $5,124-87.0% |