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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 | $33,646 | $43,344-22.4% | $59,899-43.8% | $64,173-47.6% |
| Participation rate | 16.7% | 69.2%-52.5pp | 74.7%-58.0pp | 69.6%-52.9pp |
| Annual return | 8.77% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $456 | $2,547-82.1% | $3,402-86.6% | $3,470-86.9% |
| Admin fee / account holder | $6,425 | $3,008+113.6% | $3,592+78.9% | $4,887+31.5% |