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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 | $52,485 | $62,583-16.1% | $76,767-31.6% | $64,173-18.2% |
| Participation rate | 16.1% | 72.8%-56.7pp | 77.0%-60.8pp | 69.6%-53.4pp |
| Annual return | 6.22% | -1.95%+8.2pp | 2.43%+3.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $979 | $3,145-68.9% | $3,852-74.6% | $3,470-71.8% |
| Admin fee / account holder | $7,730 | $4,667+65.6% | $6,675+15.8% | $4,887+58.2% |