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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 | $67,180 | $77,569-13.4% | $115,599-41.9% | $64,097+4.8% |
| Participation rate | 40.5% | 60.7%-20.2pp | 74.3%-33.8pp | 55.2%-14.7pp |
| Annual return | 0.00% | 18.52%-18.5pp | 111.10%-111.1pp | 34.64%-34.6pp |
| Employer contribution / active EE | $631 | $1,915-67.0% | $2,955-78.6% | $1,891-66.6% |
| Participant deferral / active EE | $881 | $3,327-73.5% | $4,889-82.0% | $3,080-71.4% |
| Admin fee / account holder | $703 | $4,470-84.3% | $12,841-94.5% | $3,454-79.7% |