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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 | $20,672 | $75,962-72.8% | $154,108-86.6% | $64,173-67.8% |
| Participation rate | 60.5% | 70.4%-10.0pp | 83.0%-22.6pp | 69.6%-9.1pp |
| Annual return | 6.81% | 30.32%-23.5pp | 735.21%-728.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $593 | $3,175-81.3% | $5,081-88.3% | $3,470-82.9% |
| Admin fee / account holder | $560 | $5,589-90.0% | $13,411-95.8% | $4,887-88.5% |