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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 | $51,987 | $72,486-28.3% | $87,103-40.3% | $72,976-28.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 25.80% | 24.46%+1.3pp | 28.19%-2.4pp | 81.02%-55.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $503 | $3,270-84.6% | $4,049-87.6% | $3,608-86.1% |
| Admin fee / account holder | $443 | $5,055-91.2% | $7,491-94.1% | $5,124-91.4% |