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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 | $67,514 | $68,852-1.9% | $120,524-44.0% | $80,925-16.6% |
| Participation rate | 55.6% | 61.6%-6.1pp | 71.9%-16.4pp | 67.7%-12.1pp |
| Annual return | 15.40% | 23.67%-8.3pp | 107.36%-92.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $770 | $3,187-75.8% | $4,994-84.6% | $4,299-82.1% |
| Admin fee / account holder | $8,991 | $5,781+55.5% | $9,440-4.8% | $6,940+29.6% |