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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 | $25,875 | $117,895-78.1% | $102,460-74.7% | $145,897-82.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.38% | 31.92%-18.5pp | 29.47%-16.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,345 | $5,736-76.5% | $5,056-73.4% | $6,689-79.9% |
| Admin fee / account holder | $378 | $13,353-97.2% | $9,460-96.0% | $13,390-97.2% |