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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 | $59,408 | $104,251-43.0% | $91,004-34.7% | $147,586-59.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 10.83% | 27.06%-16.2pp | 4.60%+6.2pp | 578.59%-567.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $919 | $4,195-78.1% | $3,548-74.1% | $5,439-83.1% |
| Admin fee / account holder | $4,904 | $8,948-45.2% | $5,417-9.5% | $10,886-55.0% |