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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 | $54,036 | $53,596+0.8% | $90,655-40.4% | $64,181-15.8% |
| Participation rate | 14.7% | 64.5%-49.8pp | 74.0%-59.3pp | 69.6%-54.9pp |
| Annual return | -6.59% | 4.41%-11.0pp | 1.89%-8.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $233 | $2,459-90.5% | $3,425-93.2% | $3,470-93.3% |
| Admin fee / account holder | $2,509 | $3,868-35.1% | $4,994-49.8% | $4,887-48.7% |