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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 | $74,727 | $90,486-17.4% | $78,676-5.0% | $273,972-72.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 3.99% | 75.62%-71.6pp | 62.19%-58.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $5,122 | $3,175+61.3% | $2,850+79.7% | $4,869+5.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $43,267 | $5,263+722.1% | $4,510+859.3% | $10,133+327.0% |