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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 | $59,383 | $58,828+0.9% | $78,002-23.9% | $62,881-5.6% |
| Participation rate | 41.3% | 71.1%-29.8pp | 75.5%-34.3pp | 69.3%-28.0pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,074 | $2,686-60.0% | $3,497-69.3% | $3,203-66.5% |
| Admin fee / account holder | $2,931 | $4,393-33.3% | $5,481-46.5% | $4,296-31.8% |