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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 | $34,398 | $46,072-25.3% | $69,779-50.7% | $55,167-37.6% |
| Participation rate | 17.3% | 67.5%-50.1pp | 71.8%-54.5pp | 69.0%-51.7pp |
| Annual return | 7.59% | 8.68%-1.1pp | 12.99%-5.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $299 | $2,344-87.3% | $2,931-89.8% | $3,054-90.2% |
| Admin fee / account holder | $844 | $428+97.4% | $4,381-80.7% | $504+67.5% |