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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 | $30,380 | $85,171-64.3% | $172,752-82.4% | $72,975-58.4% |
| Participation rate | 62.3% | 70.1%-7.8pp | 82.6%-20.4pp | 69.5%-7.2pp |
| Annual return | 20.53% | 27.32%-6.8pp | 802.97%-782.4pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $775 | $3,260-76.2% | $5,198-85.1% | $3,608-78.5% |
| Admin fee / account holder | $631 | $5,880-89.3% | $13,955-95.5% | $5,124-87.7% |