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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 | $64,517-75.2% | $81,438-80.3% | $80,874-80.2% |
| Participation rate | 18.3% | 63.9%-45.6pp | 69.5%-51.2pp | 67.6%-49.3pp |
| Annual return | 11.32% | 16.35%-5.0pp | 24.74%-13.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $349 | $3,096-88.7% | $3,883-91.0% | $4,297-91.9% |
| Admin fee / account holder | $10,761 | $5,677+89.6% | $5,764+86.7% | $6,935+55.2% |