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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 | $57,349 | $62,589-8.4% | $76,768-25.3% | $64,173-10.6% |
| Participation rate | 13.6% | 72.8%-59.2pp | 77.0%-63.3pp | 69.6%-55.9pp |
| Annual return | -2.12% | -1.95%-0.2pp | 2.43%-4.5pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $218 | $3,145-93.1% | $3,852-94.3% | $3,470-93.7% |
| Admin fee / account holder | $7,084 | $4,667+51.8% | $6,675+6.1% | $4,887+44.9% |