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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 | $56,802 | $58,587-3.0% | $83,322-31.8% | $64,173-11.5% |
| Participation rate | 17.1% | 72.0%-54.9pp | 77.8%-60.6pp | 69.6%-52.4pp |
| Annual return | -0.11% | 9.65%-9.8pp | 10.64%-10.7pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $111 | $4,654-97.6% | $5,565-98.0% | $3,470-96.8% |
| Admin fee / account holder | $6,741 | $9,279-27.3% | $7,540-10.6% | $4,887+37.9% |