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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 | $48,911 | $63,703-23.2% | $93,063-47.4% | $82,448-40.7% |
| Participation rate | 40.7% | 63.8%-23.1pp | 72.1%-31.4pp | 68.1%-27.3pp |
| Annual return | 14.62% | -775.43%+790.1pp | 34.15%-19.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $729 | $2,919-75.0% | $3,958-81.6% | $4,139-82.4% |
| Admin fee / account holder | $14,485 | $5,982+142.1% | $6,033+140.1% | $7,234+100.2% |