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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 | $68,276 | $104,251-34.5% | $91,004-25.0% | $147,586-53.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 8.70% | 27.06%-18.4pp | 4.60%+4.1pp | 578.59%-569.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $930 | $4,195-77.8% | $3,548-73.8% | $5,439-82.9% |
| Admin fee / account holder | $7,638 | $8,948-14.6% | $5,417+41.0% | $10,886-29.8% |