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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 | $70,295 | $69,977+0.5% | $108,582-35.3% | $62,881+11.8% |
| Participation rate | 48.7% | 72.9%-24.2pp | 79.6%-30.9pp | 69.3%-20.6pp |
| Annual return | 11.29% | 10.73%+0.6pp | -51.70%+63.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $896 | $3,165-71.7% | $4,311-79.2% | $3,203-72.0% |
| Admin fee / account holder | $20,247 | $5,076+298.8% | $7,645+164.8% | $4,296+371.3% |