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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 | $22,732 | $43,338-47.5% | $59,887-62.0% | $64,173-64.6% |
| Participation rate | 20.6% | 69.2%-48.5pp | 74.7%-54.1pp | 69.6%-49.0pp |
| Annual return | 5.34% | -1.55%+6.9pp | 3.46%+1.9pp | 7.63%-2.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $538 | $2,547-78.9% | $3,402-84.2% | $3,470-84.5% |
| Admin fee / account holder | $9,360 | $3,007+211.2% | $3,591+160.6% | $4,887+91.5% |