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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 | $50,206 | $57,140-12.1% | $85,240-41.1% | $80,959-38.0% |
| Participation rate | 15.9% | 56.4%-40.5pp | 67.5%-51.6pp | 67.7%-51.7pp |
| Annual return | 0.00% | 21.71%-21.7pp | 66.75%-66.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $316 | $1,802-82.5% | $2,735-88.5% | $2,757-88.5% |
| Participant deferral / active EE | $687 | $3,115-77.9% | $4,527-84.8% | $4,300-84.0% |
| Admin fee / account holder | $7,351 | $4,992+47.3% | $6,165+19.2% | $6,925+6.1% |