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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 | $35,591 | $123,000-71.1% | $105,582-66.3% | $198,609-82.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 71.8%-21.8pp | 82.4%-32.4pp |
| Annual return | 6.48% | 18.31%-11.8pp | 18.61%-12.1pp | 202.70%-196.2pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $214 | $5,013-95.7% | $4,353-95.1% | $6,977-96.9% |
| Admin fee / account holder | $25,626 | $16,254+57.7% | $12,856+99.3% | $19,030+34.7% |