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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 | $13,792 | $39,132-64.8% | $57,196-75.9% | $62,881-78.1% |
| Participation rate | 31.6% | 70.5%-38.9pp | 75.3%-43.8pp | 69.3%-37.7pp |
| Annual return | 1.87% | 9.24%-7.4pp | 14.59%-12.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $685 | $2,374-71.1% | $3,096-77.9% | $3,203-78.6% |
| Admin fee / account holder | $1,980 | $2,594-23.7% | $3,141-37.0% | $4,296-53.9% |