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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 | $39,920 | $73,863-46.0% | $143,797-72.2% | $68,490-41.7% |
| Participation rate | 45.2% | 66.7%-21.5pp | 80.3%-35.2pp | 67.9%-22.7pp |
| Annual return | -6.69% | 0.91%-7.6pp | -0.04%-6.6pp | -7.85%+1.2pp |
| Employer contribution / active EE | $566 | $3,185-82.2% | $4,952-88.6% | $2,597-78.2% |
| Participant deferral / active EE | $792 | $3,385-76.6% | $5,638-86.0% | $4,028-80.3% |
| Admin fee / account holder | $36,658 | $5,756+536.9% | $14,679+149.7% | $5,403+578.5% |