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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 | $36,002-39.9% | $161,489-86.6% | $64,728-66.6% |
| Participation rate | 4.8% | 57.4%-52.6pp | 78.7%-73.9pp | 57.9%-53.1pp |
| Annual return | 37.08% | 33.93%+3.2pp | 89.72%-52.6pp | 49.38%-12.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $255 | $1,815-86.0% | $5,630-95.5% | $2,729-90.7% |
| Admin fee / account holder | $984 | $931+5.7% | $16,006-93.9% | $1,145-14.1% |