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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 | $66,095 | $91,037-27.4% | $71,671-7.8% | $147,586-55.2% |
| Participation rate | 55.6% | 76.1%-20.6pp | 68.7%-13.2pp | 82.8%-27.3pp |
| Annual return | 12.87% | 20.48%-7.6pp | 20.65%-7.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $499 | $4,498-88.9% | $3,438-85.5% | $5,439-90.8% |
| Admin fee / account holder | $9,178 | $8,613+6.6% | $5,558+65.1% | $10,886-15.7% |