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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 | $65,728 | $76,407-14.0% | $150,298-56.3% | $82,448-20.3% |
| Participation rate | 3.9% | 66.4%-62.4pp | 77.8%-73.8pp | 68.1%-64.1pp |
| Annual return | 14.26% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $394 | $3,214-87.7% | $5,453-92.8% | $4,139-90.5% |
| Admin fee / account holder | $7,917 | $6,352+24.6% | $14,116-43.9% | $7,234+9.4% |