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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 | $49,794 | $67,411-26.1% | $91,004-45.3% | $70,126-29.0% |
| Participation rate | 31.1% | 71.4%-40.2pp | 75.6%-44.5pp | 69.5%-38.4pp |
| Annual return | 12.78% | -40.16%+52.9pp | 4.60%+8.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $871 | $2,823-69.1% | $3,548-75.5% | $3,332-73.9% |
| Admin fee / account holder | $4,545 | $4,236+7.3% | $5,417-16.1% | $4,645-2.2% |