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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 | $64,312 | $73,787-12.8% | $98,716-34.9% | $82,448-22.0% |
| Participation rate | 32.1% | 61.4%-29.3pp | 69.3%-37.2pp | 68.1%-36.0pp |
| Annual return | 12.97% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $195 | $3,081-93.7% | $4,048-95.2% | $4,139-95.3% |
| Admin fee / account holder | $7,949 | $6,500+22.3% | $8,703-8.7% | $7,234+9.9% |