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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 | $45,904 | $82,678-44.5% | $125,391-63.4% | $68,490-33.0% |
| Participation rate | 34.5% | 75.1%-40.6pp | 82.4%-47.9pp | 67.9%-33.4pp |
| Annual return | 2.05% | -5.97%+8.0pp | 572.41%-570.4pp | -7.85%+9.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,331 | $6,111-78.2% | $7,448-82.1% | $4,028-66.9% |
| Admin fee / account holder | $5,968 | $6,277-4.9% | $10,009-40.4% | $5,403+10.5% |