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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 | $15,971 | $53,596-70.2% | $90,657-82.4% | $64,173-75.1% |
| Participation rate | 27.7% | 64.5%-36.9pp | 74.0%-46.4pp | 69.6%-41.9pp |
| Annual return | 0.92% | 4.41%-3.5pp | 1.89%-1.0pp | 7.63%-6.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $859 | $2,459-65.1% | $3,424-74.9% | $3,470-75.2% |
| Admin fee / account holder | $1,324 | $3,868-65.8% | $4,994-73.5% | $4,887-72.9% |