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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 | $60,557 | $56,894+6.4% | $84,753-28.5% | $62,881-3.7% |
| Participation rate | 43.2% | 68.5%-25.3pp | 76.6%-33.3pp | 69.3%-26.1pp |
| Annual return | 5.90% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $825 | $2,709-69.6% | $3,712-77.8% | $3,203-74.2% |
| Admin fee / account holder | $48,543 | $3,581+1255.6% | $5,333+810.2% | $4,296+1030.0% |