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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 | $42,665 | $53,128-19.7% | $86,582-50.7% | $70,126-39.2% |
| Participation rate | 17.2% | 65.3%-48.1pp | 73.5%-56.3pp | 69.5%-52.3pp |
| Annual return | 28.91% | 27.66%+1.2pp | 965.08%-936.2pp | 73.15%-44.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $761 | $2,695-71.8% | $3,609-78.9% | $3,332-77.2% |
| Admin fee / account holder | $1,583 | $3,584-55.8% | $4,904-67.7% | $4,645-65.9% |