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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 | $20,469 | $84,236-75.7% | $170,439-88.0% | $70,124-70.8% |
| Participation rate | 43.9% | 70.8%-26.9pp | 83.6%-39.7pp | 69.5%-25.6pp |
| Annual return | 35.48% | 23.06%+12.4pp | 205.94%-170.5pp | 73.14%-37.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $803 | $3,086-74.0% | $4,939-83.7% | $3,332-75.9% |
| Admin fee / account holder | $776 | $5,698-86.4% | $13,881-94.4% | $4,645-83.3% |