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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 | $69,142 | $93,346-25.9% | $71,796-3.7% | $273,972-74.8% |
| Participation rate | 8.3% | 76.5%-68.2pp | 69.1%-60.8pp | 83.0%-74.7pp |
| Annual return | 2.15% | 130.39%-128.2pp | 78.04%-75.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $298 | $2,733-89.1% | $1,924-84.5% | $4,869-93.9% |
| Participant deferral / active EE | $447 | $3,475-87.1% | $2,794-84.0% | $5,287-91.5% |
| Admin fee / account holder | $33,724 | $6,571+413.3% | $4,815+600.4% | $10,133+232.8% |