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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 | $63,202 | $87,132-27.5% | $105,624-40.2% | $80,959-21.9% |
| Participation rate | 6.3% | 70.4%-64.1pp | 75.3%-68.9pp | 67.7%-61.3pp |
| Annual return | 17.49% | 17.03%+0.5pp | 116.20%-98.7pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $496 | $3,985-87.6% | $5,013-90.1% | $4,300-88.5% |
| Admin fee / account holder | $8,400 | $8,449-0.6% | $10,961-23.4% | $6,925+21.3% |