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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 | $58,532 | $57,140+2.4% | $85,240-31.3% | $80,959-27.7% |
| Participation rate | 54.3% | 56.4%-2.1pp | 67.5%-13.2pp | 67.7%-13.4pp |
| Annual return | 12.38% | 21.71%-9.3pp | 66.75%-54.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $171 | $3,115-94.5% | $4,527-96.2% | $4,300-96.0% |
| Admin fee / account holder | $1,135 | $4,992-77.3% | $6,165-81.6% | $6,925-83.6% |