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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 | $32,179 | $76,112-57.7% | $96,544-66.7% | $71,529-55.0% |
| Participation rate | 15.5% | 74.4%-58.9pp | 76.0%-60.5pp | 67.9%-52.4pp |
| Annual return | 16.43% | 22.80%-6.4pp | 25.88%-9.4pp | 28.97%-12.5pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $469 | $4,217-88.9% | $4,851-90.3% | $4,291-89.1% |
| Admin fee / account holder | $9,839 | $2,708+263.3% | $8,254+19.2% | $1,588+519.4% |