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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 | $53,847 | $58,828-8.5% | $78,002-31.0% | $62,881-14.4% |
| Participation rate | 18.9% | 71.1%-52.1pp | 75.5%-56.6pp | 69.3%-50.4pp |
| Annual return | 5.37% | 17.16%-11.8pp | 425.99%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,078 | $2,686-59.9% | $3,497-69.2% | $3,203-66.4% |
| Admin fee / account holder | $6,811 | $4,393+55.0% | $5,481+24.3% | $4,296+58.6% |