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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 | $56,241 | $43,075+30.6% | $74,577-24.6% | $62,881-10.6% |
| Participation rate | 13.7% | 58.1%-44.4pp | 68.1%-54.4pp | 69.3%-55.6pp |
| Annual return | 5.63% | 17.50%-11.9pp | 20.47%-14.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $338 | $2,389-85.9% | $3,458-90.2% | $3,203-89.5% |
| Admin fee / account holder | $421 | $2,840-85.2% | $4,138-89.8% | $4,296-90.2% |