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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 | $71,070 | $77,638-8.5% | $156,551-54.6% | $62,881+13.0% |
| Participation rate | 20.0% | 71.2%-51.2pp | 84.0%-64.0pp | 69.3%-49.3pp |
| Annual return | 5.05% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $784 | $3,046-74.2% | $4,871-83.9% | $3,203-75.5% |
| Admin fee / account holder | $2,700 | $5,561-51.4% | $13,028-79.3% | $4,296-37.1% |