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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 | $25,759 | $58,587-56.0% | $83,322-69.1% | $64,173-59.9% |
| Participation rate | 20.5% | 72.0%-51.5pp | 77.8%-57.2pp | 69.6%-49.1pp |
| Annual return | -4.38% | 9.65%-14.0pp | 10.64%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $827 | $4,654-82.2% | $5,565-85.1% | $3,470-76.2% |
| Admin fee / account holder | $10,485 | $9,279+13.0% | $7,540+39.1% | $4,887+114.5% |