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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 | $49,269 | $54,541-9.7% | $78,778-37.5% | $70,126-29.7% |
| Participation rate | 21.5% | 60.8%-39.3pp | 69.2%-47.7pp | 69.5%-48.0pp |
| Annual return | 18.20% | 21.07%-2.9pp | 35.62%-17.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $548 | $2,210-75.2% | $2,958-81.5% | $3,332-83.6% |
| Admin fee / account holder | $1,392 | $3,709-62.5% | $5,134-72.9% | $4,645-70.0% |