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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 | $42,181 | $75,962-44.5% | $154,108-72.6% | $64,173-34.3% |
| Participation rate | 10.3% | 70.4%-60.1pp | 83.0%-72.7pp | 69.6%-59.2pp |
| Annual return | 8.08% | 30.32%-22.2pp | 735.21%-727.1pp | 7.63%+0.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $212 | $3,175-93.3% | $5,081-95.8% | $3,470-93.9% |
| Admin fee / account holder | $3,784 | $5,589-32.3% | $13,411-71.8% | $4,887-22.6% |