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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 | $35,797 | $46,072-22.3% | $69,779-48.7% | $55,167-35.1% |
| Participation rate | 48.6% | 67.5%-18.9pp | 71.8%-23.2pp | 69.0%-20.4pp |
| Annual return | 6.50% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $784 | $2,344-66.6% | $2,931-73.3% | $3,054-74.3% |
| Admin fee / account holder | $1,952 | $428+356.4% | $4,381-55.4% | $504+287.3% |