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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 | $32,639 | $81,331-59.9% | $155,534-79.0% | $80,935-59.7% |
| Participation rate | 3.3% | 66.3%-62.9pp | 78.2%-74.9pp | 67.7%-64.3pp |
| Annual return | 59.72% | 33.37%+26.4pp | 64.92%-5.2pp | 35.66%+24.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $426 | $3,454-87.7% | $5,630-92.4% | $4,299-90.1% |
| Admin fee / account holder | $5,132 | $7,999-35.8% | $15,900-67.7% | $6,924-25.9% |