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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 | $35,647 | $69,977-49.1% | $108,582-67.2% | $62,881-43.3% |
| Participation rate | 52.1% | 72.9%-20.8pp | 79.6%-27.5pp | 69.3%-17.2pp |
| Annual return | 10.21% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $629 | $3,165-80.1% | $4,311-85.4% | $3,203-80.4% |
| Admin fee / account holder | $2,198 | $5,076-56.7% | $7,645-71.3% | $4,296-48.8% |