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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 | $51,421 | $62,583-17.8% | $76,767-33.0% | $64,173-19.9% |
| Participation rate | 45.6% | 72.8%-27.2pp | 77.0%-31.3pp | 69.6%-24.0pp |
| Annual return | -3.58% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $955 | $3,145-69.6% | $3,852-75.2% | $3,470-72.5% |
| Admin fee / account holder | $7,990 | $4,667+71.2% | $6,675+19.7% | $4,887+63.5% |