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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 | $47,483 | $56,484-15.9% | $169,452-72.0% | $64,173-26.0% |
| Participation rate | 27.8% | 64.5%-36.8pp | 77.8%-50.0pp | 69.6%-41.8pp |
| Annual return | -3.64% | -1.55%-2.1pp | 1.83%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $721 | $3,448-79.1% | $5,277-86.3% | $3,470-79.2% |
| Admin fee / account holder | $502 | $4,174-88.0% | $9,110-94.5% | $4,887-89.7% |