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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 | $20,116 | $91,179-77.9% | $178,499-88.7% | $79,852-74.8% |
| Participation rate | 37.3% | 69.2%-31.9pp | 81.9%-44.6pp | 69.6%-32.4pp |
| Annual return | 28.24% | 24.19%+4.0pp | 151.10%-122.9pp | 31.72%-3.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $216 | $3,236-93.3% | $5,202-95.9% | $3,740-94.2% |
| Admin fee / account holder | $751 | $6,749-88.9% | $13,986-94.6% | $5,306-85.8% |