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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 | $22,889 | $78,520-70.8% | $96,576-76.3% | $82,448-72.2% |
| Participation rate | 10.5% | 77.7%-67.2pp | 81.4%-70.9pp | 68.1%-57.5pp |
| Annual return | 23.39% | 41.30%-17.9pp | 38.47%-15.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $632 | $6,754-90.6% | $7,956-92.1% | $4,139-84.7% |
| Admin fee / account holder | $6,983 | $13,455-48.1% | $11,381-38.6% | $7,234-3.5% |