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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 | $60,675 | $58,828+3.1% | $78,002-22.2% | $62,881-3.5% |
| Participation rate | 48.1% | 71.1%-22.9pp | 75.5%-27.4pp | 69.3%-21.2pp |
| Annual return | 6.52% | 17.16%-10.6pp | 425.99%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $990 | $2,686-63.1% | $3,497-71.7% | $3,203-69.1% |
| Admin fee / account holder | $944 | $4,393-78.5% | $5,481-82.8% | $4,296-78.0% |