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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 | $66,951 | $82,630-19.0% | $64,105+4.4% | $125,389-46.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -3.30% | 1489.72%-1493.0pp | 791.24%-794.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $629 | $2,671-76.4% | $1,820-65.4% | $4,866-87.1% |
| Participant deferral / active EE | $538 | $3,608-85.1% | $2,822-80.9% | $5,352-90.0% |
| Admin fee / account holder | $936 | $6,382-85.3% | $4,499-79.2% | $9,541-90.2% |