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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 | $51,764 | $59,834-13.5% | $79,576-34.9% | $68,495-24.4% |
| Participation rate | 11.8% | 61.1%-49.3pp | 69.5%-57.7pp | 67.9%-56.1pp |
| Annual return | 17.28% | -12.30%+29.6pp | 0.15%+17.1pp | -7.84%+25.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $222 | $3,024-92.7% | $3,985-94.4% | $4,028-94.5% |
| Admin fee / account holder | $1,072 | $4,835-77.8% | $6,834-84.3% | $5,403-80.2% |