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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 | $56,046 | $74,089-24.4% | $133,975-58.2% | $55,167+1.6% |
| Participation rate | 40.9% | 84.3%-43.4pp | 87.1%-46.2pp | 69.0%-28.1pp |
| Annual return | 8.76% | 12.11%-3.4pp | 29.29%-20.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $815 | $4,678-82.6% | $6,282-87.0% | $3,054-73.3% |
| Admin fee / account holder | $2,728 | $458+495.3% | $9,324-70.7% | $504+441.3% |