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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 | $22,406 | $93,598-76.1% | $135,974-83.5% | $75,173-70.2% |
| Participation rate | 21.1% | 75.2%-54.1pp | 81.9%-60.9pp | 67.2%-46.2pp |
| Annual return | 31.75% | 30.89%+0.9pp | 68.30%-36.6pp | 160.72%-129.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $944 | $6,405-85.3% | $7,760-87.8% | $4,126-77.1% |
| Admin fee / account holder | $318 | $6,978-95.4% | $10,767-97.0% | $5,651-94.4% |