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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 | $57,487 | $86,288-33.4% | $111,306-48.4% | $85,851-33.0% |
| Participation rate | 36.1% | 73.3%-37.2pp | 77.3%-41.2pp | 69.3%-33.2pp |
| Annual return | 11.44% | 19.99%-8.5pp | 54.67%-43.2pp | 318.63%-307.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $480 | $3,641-86.8% | $4,488-89.3% | $3,952-87.9% |
| Admin fee / account holder | $15,988 | $8,189+95.2% | $7,966+100.7% | $6,261+155.4% |