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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 | $50,676 | $72,607-30.2% | $90,259-43.9% | $87,485-42.1% |
| Participation rate | 28.6% | 64.8%-36.2pp | 70.7%-42.2pp | 68.9%-40.4pp |
| Annual return | 29.97% | 18.59%+11.4pp | 18.88%+11.1pp | 26.06%+3.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $933 | $3,055-69.5% | $3,827-75.6% | $4,274-78.2% |
| Admin fee / account holder | $15,120 | $5,947+154.3% | $7,267+108.1% | $7,775+94.5% |