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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 | $83,947 | $128,603-34.7% | $197,124-57.4% | $67,986+23.5% |
| Participation rate | 18.3% | 81.7%-63.4pp | 86.7%-68.4pp | 57.2%-38.9pp |
| Annual return | 16.57% | 23.77%-7.2pp | 44.34%-27.8pp | 31.67%-15.1pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $549 | $6,840-92.0% | $9,135-94.0% | $3,358-83.7% |
| Admin fee / account holder | $6,389 | $3,035+110.5% | $16,298-60.8% | $3,203+99.4% |