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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 | $52,002 | $48,364+7.5% | $71,796-27.6% | $62,881-17.3% |
| Participation rate | 48.0% | 60.6%-12.6pp | 69.1%-21.1pp | 69.3%-21.3pp |
| Annual return | 7.63% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $824 | $2,091-60.6% | $2,794-70.5% | $3,203-74.3% |
| Admin fee / account holder | $642 | $3,771-83.0% | $4,815-86.7% | $4,296-85.1% |