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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 | $50,215 | $60,349-16.8% | $74,184-32.3% | $62,881-20.1% |
| Participation rate | 58.6% | 72.7%-14.1pp | 76.6%-18.0pp | 69.3%-10.7pp |
| Annual return | 5.88% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $678 | $2,856-76.3% | $3,550-80.9% | $3,203-78.8% |
| Admin fee / account holder | $12,522 | $4,261+193.9% | $5,586+124.2% | $4,296+191.5% |