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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 | $35,423 | $67,894-47.8% | $89,340-60.4% | $82,448-57.0% |
| Participation rate | 14.8% | 64.0%-49.2pp | 69.6%-54.8pp | 68.1%-53.3pp |
| Annual return | 14.23% | 19.21%-5.0pp | 20.57%-6.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $174 | $3,072-94.3% | $3,823-95.5% | $4,139-95.8% |
| Admin fee / account holder | $7,195 | $5,723+25.7% | $6,704+7.3% | $7,234-0.5% |