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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 | $19,151 | $75,962-74.8% | $154,108-87.6% | $64,173-70.2% |
| Participation rate | 26.3% | 70.4%-44.1pp | 83.0%-56.7pp | 69.6%-43.3pp |
| Annual return | 10.31% | 30.32%-20.0pp | 735.21%-724.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $697 | $3,175-78.0% | $5,081-86.3% | $3,470-79.9% |
| Admin fee / account holder | $467 | $5,589-91.6% | $13,411-96.5% | $4,887-90.4% |