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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 | $21,644 | $38,165-43.3% | $189,758-88.6% | $69,255-68.7% |
| Participation rate | 4.8% | 66.7%-61.9pp | 79.8%-75.0pp | 69.0%-64.2pp |
| Annual return | 37.08% | 14.65%+22.4pp | 52.62%-15.5pp | 26.73%+10.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $255 | $2,073-87.7% | $5,856-95.6% | $2,890-91.2% |
| Admin fee / account holder | $984 | $714+37.7% | $20,388-95.2% | $733+34.3% |