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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 | $28,571 | $77,817-63.3% | $123,553-76.9% | $64,173-55.5% |
| Participation rate | 15.9% | 74.7%-58.8pp | 82.3%-66.4pp | 69.6%-53.7pp |
| Annual return | 18.62% | 12.49%+6.1pp | 119.21%-100.6pp | 7.63%+11.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $742 | $5,240-85.8% | $6,426-88.5% | $3,470-78.6% |
| Admin fee / account holder | $2,403 | $5,519-56.5% | $9,284-74.1% | $4,887-50.8% |