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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 | $48,729 | $35,183+38.5% | $73,550-33.7% | $70,126-30.5% |
| Participation rate | 8.1% | 42.9%-34.8pp | 54.9%-46.8pp | 69.5%-61.4pp |
| Annual return | 12.96% | 26.90%-13.9pp | -15.16%+28.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $266 | $1,220-78.2% | $1,804-85.3% | $3,332-92.0% |
| Admin fee / account holder | $1,913 | $2,302-16.9% | $2,320-17.5% | $4,645-58.8% |