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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 | $41,893 | $38,595+8.5% | $80,004-47.6% | $52,331-19.9% |
| Participation rate | 35.6% | 64.5%-28.9pp | 73.0%-37.4pp | 68.1%-32.5pp |
| Annual return | -1.79% | 2.04%-3.8pp | 7.63%-9.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $995 | $2,318-57.1% | $3,204-68.9% | $3,022-67.1% |
| Admin fee / account holder | $1,264 | $304+315.4% | $5,033-74.9% | $592+113.6% |