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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 | $54,070 | $67,411-19.8% | $91,004-40.6% | $70,126-22.9% |
| Participation rate | 18.5% | 71.4%-52.9pp | 75.6%-57.1pp | 69.5%-51.1pp |
| Annual return | 14.33% | -40.16%+54.5pp | 4.60%+9.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $634 | $2,823-77.5% | $3,548-82.1% | $3,332-81.0% |
| Admin fee / account holder | $14,609 | $4,236+244.9% | $5,417+169.7% | $4,645+214.5% |