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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 | $25,403 | $58,600-56.7% | $83,327-69.5% | $64,173-60.4% |
| Participation rate | 22.2% | 72.0%-49.8pp | 77.8%-55.5pp | 69.6%-47.3pp |
| Annual return | -6.51% | 9.66%-16.2pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $811 | $4,656-82.6% | $5,565-85.4% | $3,470-76.6% |
| Admin fee / account holder | $10,591 | $9,282+14.1% | $7,540+40.5% | $4,887+116.7% |