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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 | $29,103 | $43,338-32.8% | $59,887-51.4% | $64,173-54.6% |
| Participation rate | 6.3% | 69.2%-62.9pp | 74.7%-68.5pp | 69.6%-63.3pp |
| Annual return | 9.05% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $170 | $2,547-93.3% | $3,402-95.0% | $3,470-95.1% |
| Admin fee / account holder | $2,617 | $3,007-13.0% | $3,591-27.1% | $4,887-46.5% |