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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 | $49,103 | $62,583-21.5% | $76,767-36.0% | $64,173-23.5% |
| Participation rate | 37.5% | 72.8%-35.3pp | 77.0%-39.5pp | 69.6%-32.1pp |
| Annual return | 2.10% | -1.95%+4.0pp | 2.43%-0.3pp | 7.63%-5.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,318 | $3,145-58.1% | $3,852-65.8% | $3,470-62.0% |
| Admin fee / account holder | $56,632 | $4,667+1113.5% | $6,675+748.4% | $4,887+1058.7% |