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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 | $22,664 | $56,277-59.7% | $80,976-72.0% | $62,891-64.0% |
| Participation rate | 61.8% | 69.0%-7.2pp | 75.8%-14.0pp | 69.3%-7.5pp |
| Annual return | 5.93% | 22.12%-16.2pp | 17.10%-11.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $838 | $4,195-80.0% | $5,696-85.3% | $3,203-73.8% |
| Admin fee / account holder | $8,210 | $3,741+119.5% | $5,516+48.8% | $4,296+91.1% |