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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 | $49,052 | $72,404-32.3% | $110,243-55.5% | $64,173-23.6% |
| Participation rate | 12.9% | 73.3%-60.4pp | 79.8%-66.9pp | 69.6%-56.7pp |
| Annual return | 1.08% | -6.29%+7.4pp | 314.76%-313.7pp | 7.63%-6.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $183 | $3,469-94.7% | $4,672-96.1% | $3,470-94.7% |
| Admin fee / account holder | $31,072 | $5,664+448.6% | $8,548+263.5% | $4,887+535.7% |