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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 | $49,560 | $60,349-17.9% | $74,184-33.2% | $62,881-21.2% |
| Participation rate | 60.4% | 72.7%-12.4pp | 76.6%-16.2pp | 69.3%-8.9pp |
| Annual return | 6.72% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,135 | $2,856-60.3% | $3,550-68.0% | $3,203-64.6% |
| Admin fee / account holder | $8,862 | $4,261+108.0% | $5,586+58.7% | $4,296+106.3% |