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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 | $59,529 | $42,909+38.7% | $152,093-60.9% | $71,012-16.2% |
| Participation rate | 5.8% | 54.7%-48.9pp | 77.8%-72.0pp | 58.6%-52.8pp |
| Annual return | 11.81% | 30.57%-18.8pp | 66.36%-54.6pp | 37.67%-25.9pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $207 | $1,904-89.2% | $5,451-96.2% | $3,246-93.6% |
| Admin fee / account holder | $3,309 | $1,014+226.3% | $14,497-77.2% | $1,167+183.5% |