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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 | $11,315 | $46,534-75.7% | $64,097-82.3% | $75,177-84.9% |
| Participation rate | 12.9% | 65.9%-53.0pp | 72.3%-59.4pp | 67.2%-54.3pp |
| Annual return | 17.59% | 26.07%-8.5pp | 33.75%-16.2pp | 160.75%-143.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $169 | $2,835-94.0% | $3,881-95.6% | $4,126-95.9% |
| Admin fee / account holder | $4,329 | $2,957+46.4% | $3,070+41.0% | $5,651-23.4% |