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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 | $31,010 | $53,236-41.8% | $86,233-64.0% | $103,975-70.2% |
| Participation rate | 1.7% | 34.4%-32.7pp | 69.0%-67.4pp | 72.5%-70.9pp |
| Annual return | 23.83% | 16.04%+7.8pp | 61.39%-37.6pp | 19.41%+4.4pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $96 | $2,309-95.9% | $4,559-97.9% | $5,343-98.2% |
| Admin fee / account holder | $3,844 | $2,172+77.0% | $8,342-53.9% | $332+1056.4% |