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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 | $76,383-12.0% | $121,663-44.8% | $64,340+4.4% |
| Participation rate | 40.5% | 60.4%-19.9pp | 74.5%-34.0pp | 55.2%-14.8pp |
| Annual return | 0.00% | 16.98%-17.0pp | 147.54%-147.5pp | 24.14%-24.1pp |
| Employer contribution / active EE | $631 | $1,943-67.5% | $3,020-79.1% | $1,862-66.1% |
| Participant deferral / active EE | $881 | $3,149-72.0% | $4,887-82.0% | $2,980-70.4% |
| Admin fee / account holder | $703 | $4,142-83.0% | $14,289-95.1% | $3,703-81.0% |