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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 | $50,858 | $51,708-1.6% | $106,619-52.3% | $62,881-19.1% |
| Participation rate | 19.4% | 66.9%-47.5pp | 78.0%-58.6pp | 69.3%-49.9pp |
| Annual return | 5.64% | 4.69%+0.9pp | 9.42%-3.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $448 | $2,315-80.7% | $3,930-88.6% | $3,203-86.0% |
| Admin fee / account holder | $2,108 | $3,349-37.1% | $6,418-67.2% | $4,296-50.9% |