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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 | $51,664 | $49,280+4.8% | $67,313-23.2% | $64,173-19.5% |
| Participation rate | 14.0% | 60.8%-46.8pp | 69.1%-55.1pp | 69.6%-55.6pp |
| Annual return | -3.50% | -1.39%-2.1pp | -4.08%+0.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $326 | $2,484-86.9% | $3,568-90.9% | $3,470-90.6% |
| Admin fee / account holder | $7,860 | $3,863+103.5% | $4,507+74.4% | $4,887+60.8% |