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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 | $21,709 | $56,544-61.6% | $75,501-71.2% | $70,126-69.0% |
| Participation rate | 32.4% | 68.1%-35.8pp | 72.4%-40.0pp | 69.5%-37.2pp |
| Annual return | 22.23% | 23.59%-1.4pp | 27.35%-5.1pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $813 | $2,580-68.5% | $3,142-74.1% | $3,332-75.6% |
| Admin fee / account holder | $6,387 | $3,827+66.9% | $5,801+10.1% | $4,645+37.5% |