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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 | $11,173 | $57,073-80.4% | $85,126-86.9% | $80,925-86.2% |
| Participation rate | 15.6% | 56.4%-40.8pp | 67.5%-52.0pp | 67.7%-52.1pp |
| Annual return | 12.06% | 21.69%-9.6pp | 66.63%-54.6pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $687 | $3,113-77.9% | $4,523-84.8% | $4,299-84.0% |
| Admin fee / account holder | $5,166 | $4,988+3.6% | $6,160-16.1% | $6,940-25.6% |