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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 | $121,671-31.0% | $211,142-60.2% | $64,340+30.5% |
| Participation rate | 18.3% | 76.5%-58.2pp | 87.3%-69.0pp | 55.2%-37.0pp |
| Annual return | 16.57% | 21.43%-4.9pp | 46.84%-30.3pp | 24.14%-7.6pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $6,442-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $549 | $6,049-90.9% | $9,284-94.1% | $2,980-81.6% |
| Admin fee / account holder | $6,389 | $4,774+33.8% | $19,076-66.5% | $3,703+72.5% |