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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 | $42,909-49.6% | $152,093-85.8% | $71,012-69.5% |
| Participation rate | 4.8% | 54.7%-49.9pp | 77.8%-73.0pp | 58.6%-53.7pp |
| Annual return | 37.08% | 30.57%+6.5pp | 66.36%-29.3pp | 37.67%-0.6pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $255 | $1,904-86.6% | $5,451-95.3% | $3,246-92.2% |
| Admin fee / account holder | $984 | $1,014-3.0% | $14,497-93.2% | $1,167-15.7% |