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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 | $67,388 | $135,905-50.4% | $126,068-46.5% | $198,609-66.1% |
| Participation rate | 50.0% | 85.6%-35.6pp | 84.7%-34.7pp | 82.4%-32.4pp |
| Annual return | 6.97% | 14.07%-7.1pp | 15.01%-8.0pp | 202.70%-195.7pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $226 | $8,523-97.3% | $8,214-97.2% | $6,977-96.8% |
| Admin fee / account holder | $37,768 | $21,036+79.5% | $18,264+106.8% | $19,030+98.5% |