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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 | $50,942 | $67,602-24.6% | $82,312-38.1% | $70,126-27.4% |
| Participation rate | 31.1% | 72.8%-41.7pp | 76.9%-45.8pp | 69.5%-38.5pp |
| Annual return | 13.26% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $910 | $2,987-69.5% | $3,706-75.5% | $3,332-72.7% |
| Admin fee / account holder | $18,501 | $4,512+310.1% | $5,608+229.9% | $4,645+298.3% |