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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 | $37,252 | $56,484-34.0% | $169,452-78.0% | $64,181-42.0% |
| Participation rate | 20.6% | 64.5%-44.0pp | 77.8%-57.2pp | 69.6%-49.0pp |
| Annual return | 9.52% | -1.55%+11.1pp | 1.83%+7.7pp | 7.63%+1.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $547 | $3,448-84.1% | $5,277-89.6% | $3,470-84.2% |
| Admin fee / account holder | $12,049 | $4,174+188.7% | $9,110+32.3% | $4,887+146.5% |