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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 | $38,142 | $32,037+19.1% | $69,182-44.9% | $62,881-39.3% |
| Participation rate | 10.3% | 43.4%-33.1pp | 55.1%-44.8pp | 69.3%-59.0pp |
| Annual return | 4.82% | 15.16%-10.3pp | -21.93%+26.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $231 | $1,185-80.5% | $1,897-87.8% | $3,203-92.8% |
| Admin fee / account holder | $4,723 | $2,608+81.1% | $2,697+75.1% | $4,296+9.9% |