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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 | $49,775 | $77,569-35.8% | $115,599-56.9% | $64,097-22.3% |
| Participation rate | 15.0% | 60.7%-45.7pp | 74.3%-59.3pp | 55.2%-40.2pp |
| Annual return | 13.05% | 18.52%-5.5pp | 111.10%-98.0pp | 34.64%-21.6pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $661 | $3,327-80.1% | $4,889-86.5% | $3,080-78.5% |
| Admin fee / account holder | $4,259 | $4,470-4.7% | $12,841-66.8% | $3,454+23.3% |