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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 | $65,580 | $78,694-16.7% | $67,652-3.1% | $125,389-47.7% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | -1.29% | 9.46%-10.7pp | 6625.40%-6626.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $833 | $3,044-72.6% | $2,266-63.2% | $4,866-82.9% |
| Participant deferral / active EE | $1,170 | $4,292-72.7% | $3,560-67.1% | $5,352-78.1% |
| Admin fee / account holder | $6,400 | $7,403-13.5% | $4,821+32.8% | $9,541-32.9% |