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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 | $71,964 | $67,372+6.8% | $60,906+18.2% | $134,532-46.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | 0.45% | 50.05%-49.6pp | 16.94%-16.5pp | 418.27%-417.8pp |
| Employer contribution / active EE | $1,365 | $3,099-56.0% | $2,703-49.5% | $4,741-71.2% |
| Participant deferral / active EE | $900 | $4,532-80.1% | $3,814-76.4% | $6,401-85.9% |
| Admin fee / account holder | $3,893 | $4,588-15.2% | $3,227+20.6% | $11,429-65.9% |