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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 | $70,658 | $65,961+7.1% | $180,320-60.8% | $94,015-24.8% |
| Participation rate | 34.6% | 61.3%-26.6pp | 71.5%-36.9pp | 70.8%-36.2pp |
| Annual return | 10.87% | 14.27%-3.4pp | 778.54%-767.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $577 | $3,003-80.8% | $4,304-86.6% | $4,249-86.4% |
| Admin fee / account holder | $5,072 | $4,901+3.5% | $10,000-49.3% | $8,951-43.3% |