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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 | $46,464-53.4% | $150,298-85.6% | $79,634-72.8% |
| Participation rate | 4.8% | 57.0%-52.1pp | 77.8%-72.9pp | 62.5%-57.7pp |
| Annual return | 37.08% | 27.89%+9.2pp | 62.79%-25.7pp | 36.46%+0.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $255 | $2,157-88.2% | $5,453-95.3% | $3,835-93.4% |
| Admin fee / account holder | $984 | $891+10.5% | $14,116-93.0% | $1,002-1.8% |