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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 | $31,363 | $77,817-59.7% | $123,553-74.6% | $64,173-51.1% |
| Participation rate | 56.1% | 74.7%-18.6pp | 82.3%-26.2pp | 69.6%-13.5pp |
| Annual return | 0.58% | 12.49%-11.9pp | 119.21%-118.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,985 | $5,240-62.1% | $6,426-69.1% | $3,470-42.8% |
| Admin fee / account holder | $10,350 | $5,519+87.5% | $9,284+11.5% | $4,887+111.8% |