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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 | $63,520 | $41,377+53.5% | $109,313-41.9% | $62,881+1.0% |
| Participation rate | 17.1% | 57.5%-40.4pp | 71.3%-54.1pp | 69.3%-52.2pp |
| Annual return | 6.09% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $660 | $2,045-67.7% | $3,166-79.1% | $3,203-79.4% |
| Admin fee / account holder | $5,935 | $2,884+105.8% | $5,666+4.7% | $4,296+38.1% |