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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 | $53,709 | $58,828-8.7% | $78,002-31.1% | $62,881-14.6% |
| Participation rate | 48.5% | 71.1%-22.6pp | 75.5%-27.0pp | 69.3%-20.8pp |
| Annual return | 6.60% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $985 | $2,686-63.3% | $3,497-71.8% | $3,203-69.2% |
| Admin fee / account holder | $28,573 | $4,393+550.4% | $5,481+421.3% | $4,296+565.1% |