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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 | $45,475 | $52,884-14.0% | $84,753-46.3% | $55,167-17.6% |
| Participation rate | 14.9% | 67.5%-52.6pp | 76.6%-61.7pp | 69.0%-54.1pp |
| Annual return | 6.45% | 18.03%-11.6pp | 22.78%-16.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $236 | $2,644-91.1% | $3,712-93.6% | $3,054-92.3% |
| Admin fee / account holder | $1,381 | $581+137.8% | $5,333-74.1% | $504+174.1% |