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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 | $23,034 | $43,338-46.8% | $59,887-61.5% | $64,173-64.1% |
| Participation rate | 18.9% | 69.2%-50.2pp | 74.7%-55.8pp | 69.6%-50.6pp |
| Annual return | 12.50% | -1.55%+14.1pp | 3.46%+9.0pp | 7.63%+4.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $761 | $2,547-70.1% | $3,402-77.6% | $3,470-78.1% |
| Admin fee / account holder | $5,041 | $3,007+67.6% | $3,591+40.4% | $4,887+3.1% |