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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 | $50,319 | $58,493-14.0% | $84,023-40.1% | $72,976-31.0% |
| Participation rate | 15.4% | 61.2%-45.8pp | 69.0%-53.6pp | 69.5%-54.1pp |
| Annual return | 20.77% | 28.93%-8.2pp | 71.32%-50.5pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $750 | $2,394-68.7% | $3,239-76.8% | $3,608-79.2% |
| Admin fee / account holder | $17,062 | $4,569+273.5% | $6,102+179.6% | $5,124+233.0% |