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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 | $59,317 | $41,377+43.4% | $109,313-45.7% | $62,881-5.7% |
| Participation rate | 49.0% | 57.5%-8.6pp | 71.3%-22.3pp | 69.3%-20.3pp |
| Annual return | 6.71% | 11.05%-4.3pp | 22.07%-15.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $651 | $2,045-68.1% | $3,166-79.4% | $3,203-79.7% |
| Admin fee / account holder | $8,266 | $2,884+186.6% | $5,666+45.9% | $4,296+92.4% |