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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 | $32,631 | $58,523-44.2% | $99,475-67.2% | $72,975-55.3% |
| Participation rate | 57.1% | 64.6%-7.5pp | 73.8%-16.7pp | 69.5%-12.3pp |
| Annual return | 18.83% | 28.51%-9.7pp | 30.72%-11.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $616 | $2,606-76.4% | $3,619-83.0% | $3,608-82.9% |
| Admin fee / account holder | $7,496 | $4,102+82.7% | $6,252+19.9% | $5,124+46.3% |