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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 | $117,829-78.0% | $102,423-74.7% | $145,877-82.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.38% | 31.83%-18.5pp | 29.42%-16.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,345 | $5,732-76.5% | $5,054-73.4% | $6,691-79.9% |
| Admin fee / account holder | $378 | $13,335-97.2% | $9,455-96.0% | $13,402-97.2% |