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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 | $17,537 | $57,140-69.3% | $85,240-79.4% | $80,959-78.3% |
| Participation rate | 48.8% | 56.4%-7.6pp | 67.5%-18.7pp | 67.7%-18.8pp |
| Annual return | 10.92% | 21.71%-10.8pp | 66.75%-55.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $711 | $3,115-77.2% | $4,527-84.3% | $4,300-83.5% |
| Admin fee / account holder | $4,407 | $4,992-11.7% | $6,165-28.5% | $6,925-36.4% |