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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 | $33,505 | $58,726-42.9% | $92,240-63.7% | $62,293-46.2% |
| Participation rate | 8.7% | 68.3%-59.6pp | 76.5%-67.7pp | 69.5%-60.8pp |
| Annual return | 17.43% | 43.62%-26.2pp | 176.29%-158.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $251 | $2,766-90.9% | $3,897-93.6% | $3,169-92.1% |
| Admin fee / account holder | $907 | $556+62.9% | $5,194-82.5% | $479+89.1% |