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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 | $22,466 | $54,541-58.8% | $78,778-71.5% | $70,126-68.0% |
| Participation rate | 24.1% | 60.8%-36.7pp | 69.2%-45.1pp | 69.5%-45.5pp |
| Annual return | 12.75% | 21.07%-8.3pp | 35.62%-22.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $343 | $2,210-84.5% | $2,958-88.4% | $3,332-89.7% |
| Admin fee / account holder | $6,730 | $3,709+81.5% | $5,134+31.1% | $4,645+44.9% |