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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 | $22,878 | $63,365-63.9% | $91,994-75.1% | $72,975-68.6% |
| Participation rate | 19.2% | 72.5%-53.3pp | 78.6%-59.4pp | 69.5%-50.3pp |
| Annual return | 20.10% | 35.35%-15.3pp | 69.04%-48.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $416 | $4,883-91.5% | $5,924-93.0% | $3,608-88.5% |
| Admin fee / account holder | $7,945 | $4,670+70.1% | $7,744+2.6% | $5,124+55.0% |