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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 | $13,618 | $57,119-76.2% | $85,187-84.0% | $80,935-83.2% |
| Participation rate | 14.9% | 56.4%-41.5pp | 67.5%-52.7pp | 67.7%-52.8pp |
| Annual return | 13.06% | 21.70%-8.6pp | 66.67%-53.6pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $526 | $3,115-83.1% | $4,525-88.4% | $4,299-87.8% |
| Admin fee / account holder | $4,206 | $4,990-15.7% | $6,162-31.7% | $6,924-39.3% |