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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 | $70,072 | $95,895-26.9% | $79,576-11.9% | $134,509-47.9% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | 2.97% | -2.72%+5.7pp | 0.15%+2.8pp | 418.13%-415.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,000 | $4,693-78.7% | $3,985-74.9% | $6,400-84.4% |
| Admin fee / account holder | $2,077 | $9,129-77.2% | $6,834-69.6% | $11,427-81.8% |