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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 | $71,654 | $81,643-12.2% | $70,462+1.7% | $158,950-54.9% |
| Participation rate | 31.3% | 77.7%-46.5pp | 75.1%-43.8pp | 82.0%-50.7pp |
| Annual return | 8.81% | 208.51%-199.7pp | 109.08%-100.3pp | 302.91%-294.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $675 | $4,555-85.2% | $3,710-81.8% | $5,983-88.7% |
| Admin fee / account holder | $5,204 | $6,194-16.0% | $3,845+35.3% | $11,248-53.7% |