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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 | $49,508 | $58,851-15.9% | $115,170-57.0% | $72,975-32.2% |
| Participation rate | 14.3% | 65.5%-51.3pp | 75.9%-61.6pp | 69.5%-55.2pp |
| Annual return | 16.63% | 23.16%-6.5pp | 35.60%-19.0pp | 81.01%-64.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $245 | $2,643-90.7% | $4,169-94.1% | $3,608-93.2% |
| Admin fee / account holder | $26,493 | $6,370+315.9% | $7,089+273.7% | $5,124+417.0% |