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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 | $33,784 | $53,596-37.0% | $90,655-62.7% | $64,181-47.4% |
| Participation rate | 13.5% | 64.5%-51.0pp | 74.0%-60.5pp | 69.6%-56.1pp |
| Annual return | -5.00% | 4.41%-9.4pp | 1.89%-6.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $281 | $2,459-88.6% | $3,425-91.8% | $3,470-91.9% |
| Admin fee / account holder | $7,232 | $3,868+87.0% | $4,994+44.8% | $4,887+48.0% |