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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 | $34,386 | $69,977-50.9% | $108,582-68.3% | $62,881-45.3% |
| Participation rate | 37.2% | 72.9%-35.7pp | 79.6%-42.4pp | 69.3%-32.1pp |
| Annual return | 6.02% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $691 | $3,165-78.2% | $4,311-84.0% | $3,203-78.4% |
| Admin fee / account holder | $9,001 | $5,076+77.3% | $7,645+17.7% | $4,296+109.5% |