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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 | $13,310 | $77,638-82.9% | $156,551-91.5% | $62,881-78.8% |
| Participation rate | 54.8% | 71.2%-16.4pp | 84.0%-29.3pp | 69.3%-14.5pp |
| Annual return | 8.69% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $750 | $3,046-75.4% | $4,871-84.6% | $3,203-76.6% |
| Admin fee / account holder | $396 | $5,561-92.9% | $13,028-97.0% | $4,296-90.8% |