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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 | $41,524 | $61,391-32.4% | $149,723-72.3% | $71,529-41.9% |
| Participation rate | 10.4% | 62.5%-52.1pp | 78.8%-68.3pp | 67.9%-57.5pp |
| Annual return | 39.08% | 35.88%+3.2pp | 134.50%-95.4pp | 28.97%+10.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $695 | $2,921-76.2% | $5,682-87.8% | $4,291-83.8% |
| Admin fee / account holder | $6,295 | $1,264+397.9% | $13,215-52.4% | $1,588+296.3% |