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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 | $21,033 | $56,484-62.8% | $169,452-87.6% | $64,173-67.2% |
| Participation rate | 16.2% | 64.5%-48.3pp | 77.8%-61.6pp | 69.6%-53.4pp |
| Annual return | -0.46% | -1.55%+1.1pp | 1.83%-2.3pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,153 | $3,448-66.6% | $5,277-78.2% | $3,470-66.8% |
| Admin fee / account holder | $44,216 | $4,174+959.3% | $9,110+385.4% | $4,887+804.7% |