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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 | $42,909 | $69,977-38.7% | $108,582-60.5% | $62,881-31.8% |
| Participation rate | 23.3% | 72.9%-49.6pp | 79.6%-56.2pp | 69.3%-46.0pp |
| Annual return | 16.90% | 10.73%+6.2pp | -51.70%+68.6pp | 20.14%-3.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $466 | $3,165-85.3% | $4,311-89.2% | $3,203-85.4% |
| Admin fee / account holder | $1,785 | $5,076-64.8% | $7,645-76.6% | $4,296-58.4% |