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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 | $16,003 | $63,845-74.9% | $81,370-80.3% | $80,959-80.2% |
| Participation rate | 18.3% | 63.9%-45.6pp | 69.5%-51.2pp | 67.7%-49.4pp |
| Annual return | 11.32% | 16.37%-5.1pp | 24.85%-13.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $349 | $3,093-88.7% | $3,885-91.0% | $4,300-91.9% |
| Admin fee / account holder | $10,761 | $5,688+89.2% | $5,749+87.2% | $6,925+55.4% |