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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 | $76,865 | $73,107+5.1% | $114,563-32.9% | $87,485-12.1% |
| Participation rate | 48.6% | 65.8%-17.1pp | 72.9%-24.3pp | 68.9%-20.3pp |
| Annual return | 13.19% | 19.47%-6.3pp | 241.09%-227.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $624 | $3,144-80.1% | $4,142-84.9% | $4,274-85.4% |
| Admin fee / account holder | $2,423 | $5,770-58.0% | $7,623-68.2% | $7,775-68.8% |