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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 | $22,191 | $58,600-62.1% | $83,327-73.4% | $64,173-65.4% |
| Participation rate | 56.8% | 72.0%-15.3pp | 77.8%-21.0pp | 69.6%-12.8pp |
| Annual return | -0.79% | 9.66%-10.5pp | 10.64%-11.4pp | 7.63%-8.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,292 | $4,656-72.3% | $5,565-76.8% | $3,470-62.8% |
| Admin fee / account holder | $15,205 | $9,282+63.8% | $7,540+101.6% | $4,887+211.1% |