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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 | $51,391 | $95,383-46.1% | $185,837-72.3% | $85,856-40.1% |
| Participation rate | 20.3% | 68.8%-48.4pp | 81.7%-61.4pp | 69.3%-49.0pp |
| Annual return | 28.82% | 23.59%+5.2pp | 122.08%-93.3pp | 318.58%-289.8pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $224 | $3,423-93.5% | $5,568-96.0% | $3,952-94.3% |
| Admin fee / account holder | $2,306 | $7,213-68.0% | $16,241-85.8% | $6,261-63.2% |