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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 | $19,307 | $96,956-80.1% | $69,779-72.3% | $273,972-93.0% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 4.01% | 12.93%-8.9pp | 12.99%-9.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $585 | $3,744-84.4% | $2,931-80.0% | $5,287-88.9% |
| Admin fee / account holder | $11,973 | $7,934+50.9% | $4,381+173.3% | $10,133+18.2% |