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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 | $47,705 | $50,464-5.5% | $75,784-37.1% | $52,331-8.8% |
| Participation rate | 27.3% | 66.8%-39.4pp | 75.8%-48.5pp | 68.1%-40.8pp |
| Annual return | 0.64% | 1.03%-0.4pp | 9.68%-9.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $710 | $2,570-72.4% | $3,652-80.6% | $3,022-76.5% |
| Admin fee / account holder | $3,568 | $1,103+223.5% | $5,300-32.7% | $592+503.1% |