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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 | $77,569-40.1% | $115,599-59.8% | $64,097-27.5% |
| Participation rate | 7.1% | 60.7%-53.6pp | 74.3%-67.2pp | 55.2%-48.1pp |
| Annual return | 12.84% | 18.52%-5.7pp | 111.10%-98.3pp | 34.64%-21.8pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $943 | $3,327-71.6% | $4,889-80.7% | $3,080-69.4% |
| Admin fee / account holder | $5,934 | $4,470+32.8% | $12,841-53.8% | $3,454+71.8% |