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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 | $40,599 | $47,944-15.3% | $67,834-40.1% | $62,881-35.4% |
| Participation rate | 25.0% | 61.1%-36.1pp | 68.8%-43.8pp | 69.3%-44.3pp |
| Annual return | 5.48% | 11.77%-6.3pp | 138.47%-133.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $626 | $2,247-72.1% | $3,160-80.2% | $3,203-80.4% |
| Admin fee / account holder | $10,406 | $3,712+180.3% | $4,622+125.1% | $4,296+142.2% |