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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 | $63,156 | $57,108+10.6% | $94,229-33.0% | $52,331+20.7% |
| Participation rate | 20.8% | 72.9%-52.2pp | 78.8%-58.0pp | 68.1%-47.3pp |
| Annual return | 0.11% | 1.47%-1.4pp | 10.68%-10.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $989 | $3,040-67.5% | $4,320-77.1% | $3,022-67.3% |
| Admin fee / account holder | $4,293 | $546+685.5% | $6,269-31.5% | $592+625.6% |