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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 | $46,463 | $76,383-39.2% | $121,663-61.8% | $64,340-27.8% |
| Participation rate | 7.1% | 60.4%-53.3pp | 74.5%-67.4pp | 55.2%-48.2pp |
| Annual return | 12.84% | 16.98%-4.1pp | 147.54%-134.7pp | 24.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $943 | $3,149-70.0% | $4,887-80.7% | $2,980-68.3% |
| Admin fee / account holder | $5,934 | $4,142+43.3% | $14,289-58.5% | $3,703+60.3% |